Investment Management | Steven J. Musmanno

Investment Lineup Reviews: How Often Plan Sponsors Should Revisit Fund Choices

5 min read

Choosing plan funds is not a one-time decision. Here is how often sponsors typically review their investment lineup, what a review covers, and how to document it.

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Risk-Based Model Portfolios in Retirement Plans: How They Work

5 min read

Risk-based model portfolios give retirement plan participants a professionally managed mix matched to their risk level. Here is how they work and what to watch for.

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