Improving Retirement Plan Menu Design

Broadridge

While Target Date Funds (TDFs) have grown in prominence, over 50% of assets are still invested in the Core Menu of investment options. The Core Menu should enable the participants who opt out of TDFs to build portfolios that enable them to achieve their objectives.  Data provides evidence on which participants are opting out and what they are looking to accomplish.

Learning Objectives:

By the end of the session, attendees will be able to understand…

1. The evolution of 401(k) menus & TDFs.
2. Which participants use TDFs & which opt out.
3. Investor objectives during the phases of retirement saving.
4. Whether more fund choices increase the use of QDIAs.
5. How to Measure What Matters:  Wealth Accumulation over the participants time horizon.

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