Plan Investments

A Small Look into Large Cap
Any committee member sitting through their share of plan investment review meetings has heard the term “large cap” come up quite frequently. In our experience, large cap funds are top of list when the review turns to the stand-alone funds in the lineup. Given this place of prominence, it is critical to ponder its definition,  Read More →
Should You Rock Alternative in Your Lineup?
The term “alternative investments” may conjure images of classic automobiles, fine wine, rare art and valuable jewels. Some may think about the Honus Wagner baseball card that sold for $3.12 million at auction in 2016. Or about the 1962 Ferrari 250 GTO that sold at auction for a whopping $34.65 million in 2014. Or maybe  Read More →
Stable Value Fund Analysis
Stable value funds are cash alternative investment options within tax-qualified retirement plans. Similar to money market funds, stable value funds typically invest in high-quality, short-term fixed income assets. The book value of stable value funds are insured via wrap providers, allowing them to ensure principal preservation with the potential to earn a higher interest rate  Read More →

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