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Defined Contribution Account Manager Nova 401(k) Associates
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Relationship Manager for Defined Benefits Daybright Financial
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Relationship Manager - Defined Contributions Daybright Financial
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What's on the Menu for Your Retirement Plan?CAPTRUST Financial Advisors |
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June 22, 2023 On-Demand Webinar |
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An attractive menu of investment options and account management programs can enable plan participants to feel confident in the tools they have and prudently invest their retirement savings. Watch to learn more. Effective investment menu construction hinges on simultaneously allowing for the diverse financial needs and sophistication of plan participants and maintaining a reasonable number of core options. Done well, an attractive menu of investment options and account management programs can enable plan participants to feel confident in the tools they have and prudently invest their retirement savings. |