Consider these four plan actions
Seek consistent alpha
Generating consistent returns over long investment horizons often requires both the toolkit and skill to adapt to different regime.
Re-think fixed income
We believe signs of market vulnerabilities and ongoing economic uncertainties argue for increased focus on diversification and flexibility within fixed income exposures.
Integrate AI insights into investments
Our take on the way Artificial Intelligence (AI) will shape retirement plan portfolios is straightforward, with long-term implications and potential to improve financial outcomes.
Search for certainty
According to our Read on Retirement™ survey, plan sponsors on the whole feel responsible for helping their savers generate income. Confidence in their ability to do so, however, has declined.
Build better DC core investment menus
In this changing landscape, sponsors can optimize participant outcomes by revisiting the core investment menu. Explore options from active equity to index funds, charting a resilient financial future.