Investing

Selecting a retirement plan’s investment lineup is frequently the job of the adviser or consultant working with the plan sponsor. After all, you’ve probably been asked to help draw up the criteria for selecting such investments in the investment policy statement (IPS), so why not the funds to satisfy that policy?  In fact, nearly all advisers responding a a recent PLANADVISER survey provide IPS design and investment monitoring and ongoing committee meetings as part of their regular service.

In this section, you’ll find information that can help you fulfill that responsibility, information that goes beyond performance measurement and offers insights on market trends, product developments, and portfolio construction.

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PLANADVISER Investment Survey

2008: The Right Pieces

2007: Playing Favorites

2006: Putting the Pedal to the Mettle

PLANADVISER Retirement Income Survey

2008: Solving for X