Q&A: Redesigning your plan’s core menu

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Redesigning your plan’s core menu? Discover how a streamlined approach can simplify choices, improve participant outcomes, and enhance fiduciary oversight. Download to learn more.

When redesigning a plan’s core investment menu, investment committees often face key questions. This FAQ-based paper builds on "Core: What is it good for?" by addressing concerns around menu structure, fund selection, and participant engagement.

It explores the balance between simplicity and choice, the role of white-labeling and multi-manager funds, and the impact of active versus passive investment tiers. The paper also discusses fiduciary responsibilities, operational challenges, and communication strategies. Ultimately, streamlining the core menu can enhance participant decision-making and improve retirement outcomes while ensuring investment committees fulfill their obligations effectively.

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