12/15/16 Webinar about Employee Stock Ownership featuring Nancy Dittmer
12/15/16 webinar about Employee Stock Ownership featuring Nancy Dittmer
Index funds are a prominent and growing part of retirement plan design, for good reasons. The category has grown remarkably from $327 billion in 2002 to $2.2 trillion in 2015.1 In addition to low expenses, index funds offer simplicity and relative predictability in comparison to actively managed strategies. However, while index funds are commonly referred to as “passively managed” investments, they are not as simple or homogenous as many investorsperceive them to be.
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
2/23/17 webinar on our Compensation, Retirement, and Benefits Trends Report, featuring Rena Somersan, Shelley Schumacher, and Kevin Bachler.