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Today, the focus seems to be on moving toward more simplistic retirement plan structures. While we are not likely to return to the days of monthly valuation and three menu choices, the decision making and savings ease afforded by the structures of old are not lost on plan sponsors. In light of the substantial losses many active managers and supposedly “diversified” strategies experienced during the financial crisis of 2008-2009, there is certainly renewed interested in streamlining fund menus to limit the number of options available in each asset class and offering products that make the asset allocation decisions less complex.

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  • 263.65 KB File Size
  • August 12, 2011 Create Date
  • January 8, 2020 Last Updated
Evolution of Plan Investment Structures and Advisory Services