The challenge for fiduciaries is to successfully navigate the options available and build an optimal investment menu that is designed to guide participant choices and improve their retirement readiness. Since plan fiduciaries may be exposed to personal liability, it is prudent to have a process in place for the selection and monitoring of investment options.
Strategic Benefit Services has outlined a four-step process for constructing an optimal investment menu that:
- fosters ERISA compliance;
- provides desirable investment choices for plan participants; and
- impacts retirement outcomes.
Complete the form below to download "4 Steps to Building an Optimal Retirement Plan Lineup for Participants". If you have any questions, or would like to begin talking to a retirement plan advisor, please get in touch by calling (855) 882-9177 or by email.
