Over 70% of existing Defined Contribution (DC) plan assets still reside in the core menu.1 Many of the participants invested in the core are age 50 and older, and therefore may be constructing portfolios to more suitably address their specific, and increasingly complex, financial needs. Here, we will explore three asset classes that merit inclusion in DC investment menus, each of which can serve a specific purpose to meet the
demands of pre-retirees:
- Downside protection
- Growth opportunity
- Inflation dampening
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