The objective of a participant-directed menu is to achieve the best
possible investment outcomes for plan participants, given their time
horizons and risk tolerance. As a consultant to both qualified and
non-qualified defined contribution plans, Newport Group’s fiduciary
consulting team has developed what we consider a “best-in-class”
menu design framework that can serve as a starting point for plan
Stable value strategies are investment options that primarily seek to preserve capital and whose return is based on a pre-determined crediting rate. We have developed this primer to expand the dialogue and provide new investment committee members with a strong foundation from which to select and monitor stable value strategies.