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Over the past 40 years,  retirement benefits have shifted from a pension system to one where employees contribute and invest their own dollars.  The question arises from plan sponsors on how to optimally construct or revise investment plan menus offered to employees.  Should  employee behaviors and attitudes towards investing  be considered so that better retirement outcomes are achieved?

To answer these questions,  we’ve created the eBook  Fiduciary Best Practices for Plan Menu Design.

After reading the eBook, you'll understand  the following:

  • The need for thoughtful plan menu design
  • Reducing choice overload by simplifying the plan menu
  • Should "alternative" investments be offered to plan participants?
  • How to structure the plan menu to mitigate performance chasing
  • How to steer participants towards appropriate investment choices