I wrote a blog last spring on the use of custom portfolios in defined contribution plans. For background, custom portfolios are diversified multi-asset class investment options that are constructed from the individual funds that make up a plan’s investment ...
Over the last couple of months, there have been many articles written about market volatility and the need for sticking to a ...
This is the third post in a series on investment menu design topics. This post will focus on the investment vehicles that are ...
In my last post I discussed some of the fundamental beliefs that serve as the starting point for our work with retirement plan ...
Investment menu design is a key fiduciary responsibility that each retirement plan Committee will undertake. Committees and their ...
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The Federal Reserve (Fed) began raising the Fed Funds Rate, which is the benchmark interest rate banks charge one another for ...
FTSE Russell provides a series of U.S. equity indexes that are commonly used benchmarks for both active and passive investors. ...
Occasionally, we are asked about the use of custom portfolios, whether target date or target risk portfolios, for use in defined ...
Over the past couple of years, defined contribution plan recordkeepers have modified their set of services to account for ...
As a retirement plan advisory firm, we devote a significant amount of time to assisting plan sponsors in the selection and ...
As the reliance on defined contribution plans for retirement security continues to grow, participants are required to make ...