Investments

Choosing an Investment Menu

Normally, plan sponsors form an investment committee that may consist of corporate officers and an investment advisor. This committee is responsible for the initial selection and ongoing monitoring o…

Chandler Julian
Updated 2 weeks ago by Chandler Julian

Default Investments

Default investments are the investments that are utilized when a participant fails to make an investment election for their account. There are a number of methods that can be used to designate a defa…

Chandler Julian
Updated 2 weeks ago by Chandler Julian

Investment Menu Changes

If you need to make a change to an investment menu, the change needs to be submitted in writing and signed by members of the plan's investment committee or an authorized fiduciary. Any change to the…

Chandler Julian
Updated 2 weeks ago by Chandler Julian

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