Best Practices in
Investment Menu Design

A plan sponsor guide

Determining an investment menu for your retirement plan has a long-lasting impact on your participants' retirement readiness. This Guide explores the what, why, and how of investment menu creation. 

image Investment menu construction is a standard responsibility that frequently requires plan sponsors to retain experienced and independent counsel to develop and monitor effective investment menus.

Download the full guide for a more detailed overview of how to create and maintain an investment menu.  

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