Plan Investments

Houston, We Have a Solution: Effective Investment Menu Design
Team SummitEmployer Resource Center, Plan InvestmentsComments are off for this post
Ultimately, the value a retirement plan advisor brings to plan clients can be measured by how successful the mission is, which in retirement plan terms is measured in plan outcomes and participant readiness for retirement. Offering meaningful processes for investment selection and monitoring, benchmarking vendor services and fees, and supporting plan fiduciaries are now standard  Read More →
Do Specialty Funds Belong in a Retirement Plan?
Team SummitEmployer Resource Center, Fiduciary Governance, Plan InvestmentsComments are off for this post
Recent trends in the retirement plan industry reveal an increased expansion of offerings from plan providers. Not only are plan providers offering more investments, but also a broader range of investments. Many plan providers offer over 100 different options across a wide spectrum of asset class categories, of which approximately 15 percent are considered specialty  Read More →

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