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Plan Sponsor Guide: Understanding the Investment Menu in Your Company's 401(k) Plan

As a business leader overseeing your company’s 401(k) plan and understanding the investment menu’s intricacies can play a significant role in shaping your employees’ retirement outcomes.

In our comprehensive guide, we explore different ways to evaluate and improve your current offerings. We discuss innovative ideas for assessing your plan’s asset allocation strategies and provide recommendations for creating an effective investment line-up.


This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements; you should consult your attorney or tax advisor for guidance on your specific situation.

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