September 2020
Does Your 401(k) Plan Menu Have Generation Gaps?
Duration: 60 Minutes
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Matt Sommer, CFA, CFP®, CPWA®
Sr. Managing Director -
Jessica Leoncini
Head of Fixed Income Product Specialists
As the retirement marketplace evolves, we’ll likely see more changes to the Core investment lineup. The “common wisdom” on portfolio design may still be common, but when modern workplace plans must accommodate the needs of multiple generations, is it still wise?
Tap into the insights you’ll need for the changes that lie ahead in this engaging webinar, hosted in partnership with the National Association of Plan Advisors (NAPA).
Key Takeaways
- 2020 Plan Investment Survey – why we did it, what we thought we might find, what we did find that stood out.
- What’s different now than at the beginning of the pandemic?
- What does the future look like with regard to portfolio diversification generally, and fixed income specifically?
- What should advisors be doing now?