Strengthening the core: Preparing DC menus for the next evolution

Published: April 01. 2017

Core menus are designed to provide choice and diversification. But are they meeting that expectation? Our examination of how participant assets are invested suggests that the selection of funds is providing less diversification than many plan sponsors may suspect. Industry consensus expectations for reduced returns over the next decade or more further challenge today's menus. We believe four key steps are necessary to drive the next evolution of investment menus.

Authors:
Dagmar Nikles, CFA, CAIA, FRM
Managing Director, Head of Plan Strategy for BlackRock's U.S. and Canada Defined Contribution Group

Nick Nefouse, CFA
Managing Director, Head of Product Strategy for BlackRock's U.S. and Canada Defined Contribution Group

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