Download the Building Better Core Menus White Paper
With the mass adoption of default investment solutions in retirement
plans, the type of investor that uses the core retirement plan menu
has changed. Many participants are defaulted into solutions such as
target-date funds and managed accounts. The remaining individuals who
choose to go fishing in the core menu to build their retirement
portfolio are often significantly more investment savvy than the
average participant. Despite the shift in the type of investor core
menus serve, the core menu itself has not changed.
Download the white paper to learn:
The history behind DC plans and the rise of defaults
How the investors using the core menu have changed
A new proposed “breadth is better than depth” approach to core menus
