In the News

Take Under Advisement, PlanSponsor

Friday, December 1, 2023

Partner Marla Kreindler is quoted in a PlanSponsor article discussing factors plan sponsors can consider when designing retirement plan investment menus. According to Marla, investor interest in certain asset classes should be balanced against the overall goals and needs of a retirement plan.

“The long-term trend we’ve seen from plan sponsors is a desire to streamline investment menus, so the core offering is diverse but is not overwhelming participants with options,” Marla said.

Read the full Plan Sponsor article >>

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