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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 →
Active vs. Passive Funds
Team SummitEmployer Resource Center, Plan InvestmentsComments are off for this post
The Active versus Passive¹ debate has been with us for a while. Generally, proponents of active management are looking to “beat the market”. For several years, during our recent raging bull market, the average passively managed fund has outperformed the average actively managed fund. Morningstar data revealed that “passive investing is now the mainstream approach,”  Read More →

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