A prudent process for creating a retirement plan investment menu
Summary: It is important for fiduciaries to realize they are designing an investment lineup for participants with a wide range of investment experience. Ideally, they want to provide enough options to allow a participant to diversify, and yet not overwhelm or confuse them with multiple or overlapping investment options. Read this whitepaper for a our four-step process for constructing an optimal investment menu that fosters ERISA compliance and provides desirable investment choices for plan participants.
