Investment Selections
We are able to work with plan sponsors of all different types. Oftentimes, the plan they currently have in place is satisfactory, and may just need a few minor adjustments. In some cases, we may choose to introduce alternative investment solutions for a plan sponsor to implement. The end goal is simple: make sure you are in compliance with all required regulatory procedures AND provide a workable and beneficial solution set for your participants.
In our eyes, an important element of any 401(k) plan is to provide a solution set for your participants that fits the following criteria:
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Easy to understand (we understand that participant investment knowledge base can vary greatly)
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Encourages participant participation
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Cost effective
Most participants are not investment experts. We strive to reduce the uneasiness that a participant may feel when it comes to thinking about their 401(k).
Latest News
| Weekly Economic Update - 5.14.12 |
CONSUMER SENTIMENT HITS A 4-YEAR PEAK
May’s initial Thomson Reuters/University of Michigan consumer sentiment survey came in with an index reading of 77.8, the highest mark since January 2008. The current economic conditions sub-index rose to 87.3 from last month’s final 82.9 reading. |
| Weekly Economic Update - 5.7.12 |
UNEMPLOYMENT DOWN TO 8.1%
The jobless rate dipped 0.1% in April, but Wall Street didn’t exactly cheer about it as just 115,000 non-farm jobs were added to the economy. Economists polled by Briefing.com thought payrolls would expand by 162,000. |
| Weekly Economic Update - 4.30.12 |
Q1 GDP: +2.2%
The federal government’s initial estimate disappointed many analysts, even with plenty of potential for upward revision later. After all, Q4 2011 had brought growth of 3.0%. Economists polled by Briefing.com expected the Q1 estimate to come in at +2.5%. |
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