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ENGAGE 2020


PFP2004 - Put Your Best Fund Forward: Research-Backed Strategies You Can Use to Build Better Retirement Plans


Jun 8, 2020 11:15am ‐ Jun 8, 2020 12:05pm

Description

Join David Blanchett, Head of Retirement Research for Morningstar Investment Management, as he walks through some of Morningstar’s latest defined contribution research on how best to select and construct an appropriate core menu and default investment option to serve the full gamut of plan participants. During this presentation, David will cover:

  • How core menu size impacts participant investment decisions in 401(k) plans
  • Best practices for selecting and monitoring plan investments
  • How demographics and fund attributes can drive acceptance of the default investment
  • How investors incorporate industry-specific human capital risks into portfolio choices

Learning Objectives:
  • understand how to build optimal core menus for 401(k) plans
  • optimal default investment selection considerations

Speaker(s):

  • David Blanchett, PhD, CFA, CFP, AIFA, Head of Retirement Research, Morningstar Investment Management LLC
Tags: PFP
Category: Concurrent Session (Onsite and Online)

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