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Retirement Plan Administration Consultant Blue Ridge Associates
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Retirement Plan Investment Menus: Taking a Look Into the Industry Average
Conrad Siegel Actuaries 
Sept. 22, 2023 "Plan Sponsors want to know how their menu looks compared to peers. There are two primary reasons for this. First, a retirement plan is used as a retention tool and sponsors want to make sure they are competitive with their offering. Second, sponsors have a fiduciary responsibility and want to be in-line with industry standards. [This article highlights] a few aspects of the menu that ... are not only interesting but important considerations for a fiduciary.... It's important to remember that there is not a one-size-fits-all investment lineup." |
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