Fund Mapping: The Why and How of this Fiduciary Action

webinar recording

At some point, all plan fiduciaries are going to make a change in their investment menu. It may be a simple replacement of a poor performing fund, or it could be a complete overhaul of the investment menu as they transition to a new recordkeeping provider. Each time a change is made, the plan fiduciaries are taking discretion of participant investments by moving participants' money from one investment option to another, and as a result, they should give careful consideration of their decision.

In this webinar, we discuss:

  • the reasons for fund mapping
  • DOL guidance on fund mapping
  • three common fund mapping strategies
  • + much more

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