Designing a Plan Investment Menu in Unprecedented Times
Historic rises in inflation and matching interest rate hikes have meant a heightened focus for the often staid world of...
Tag: menu2023
Why More Advisers Are Assuming 3(38) Role, Responsibility
The fiduciary model that puts plan investment decisions in advisers’ hands offers expertise and streamlining, industry experts say.
CITs May Be the New Mutual Funds of DC Plans: Have They Earned It?
Low-fee collective investment trusts, already popular among large plan sponsors, may be moving down-market to smaller plans.