Episode Description

Constructing an investment menu is something all 401(k) plans need to do. And, like most things, to get a good outcome for your plan and participants, the devil is in the details! To help you as a plan fiduciary I am excited to introduce our first three part mini-course of the podcast! This episode is Part One where we discuss fundamentals and key building blocks of investment menu construction. To help provide perspective I invited Matt Sommer, Vice President and Director of Defined Contribution Services at Janus Capital. As a both a CFA and a CFP, Matt provides valuable and more importantly understandable insights on trends in investment menu design. Our conversation ranges from fundamental concepts such as how many investments are plans offering, how investment menu design correlates to plan size and thoughts offering self-directed brokerage accounts. Also, be sure to listen for some considerations for plan fiduciaries around investment risk based on where we sit in the second half of 2016 and in the midst of an equity bull market and declining interest rates.

If you haven't already, be sure to subscribe to the podcast on iTunes or your favorite podcast app to be notified when the next two episodes are released.

Guest Bio

401(k) Fridays Podcast

Helps employers navigate the evolving retirement benefits landscape through weekly engaging interviews with industry leaders, subject matter experts and progressive employers with unique viewpoints. The diverse in-depth perspectives and relevant topics help employers make more informed decisions about their retirement benefit programs which will positively impact their employees and business. For more information please visit www.401kfridays.com/podcasts.