New Resource: Guide to Best Practices in Investment Menu Design

Determining an investment menu for your retirement plan has a long-lasting and meaningful impact on the retirement readiness of your plan participants.

 imageInvestment menu construction is a standard responsibility that frequently requires retirement plan sponsors to retain experienced and independent counsel to develop and monitor effective investment menus. This new Guide created by Multnomah Group consultants explores the what, why, and how of investment menu creation. It includes information on government regulation, creating a tiered menu, committee communication, and more.  

Download the full guide here for a more detailed overview of how to create and maintain an investment menu for your plan, and contact our consultants for more information. 

Multnomah Group is a registered investment adviser, registered with the Securities and Exchange Commission. Any information contained herein or on Multnomah Group’s website is provided for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Multnomah Group does not provide legal or tax advice.  Any views expressed herein are those of the author(s) and not necessarily those of Multnomah Group or Multnomah Group’s clients.

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