Compass
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Retirement Plan Analyst - Defined Contribution Plans M2B Retirement Consulting LLC
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Manager - Defined Contribution Plans M2B Retirement Consulting LLC
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MAP Retirement USA, LLC
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Regional Vice President of Sales The Retirement Plan Company
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Senior Retirement Plan Analyst - Defined Contribution Plans M2B Retirement Consulting LLC
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Employee Benefits Account Manager U.S. Retirement & Benefits Partners
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Senior Retirement Plan Administrator Envoy Financial
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BPAS
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Understanding & Managing Fiduciary Responsibility: a Guide for Plan Sponsors (PDF)
Principal Financial Group Aug. 17, 2004
Excerpt: The first step in developing a plan's investment program is to decide on the investment categories to be offered by the plan. Each category should have distinct risk and return features that enable plan sponsors to construct a diversified portfolio and, for participant directed plans, allows the participants to combine investments in a way that accomplishes their objectives–based on their need for investment return and their willingness to accept investment risk.
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