Put Your Best Fund Forward: Research-Backed Strategies to Improve Retirement Plans

David Blanchett, Head of Retirement Research, Morningstar Investment Management

July 29, 2020

David Blanchett, Head of Retirement Research for Morningstar Investment Management, walks through some of Morningstar’s latest defined contribution research. During this presentation, David covers:

-How core menu size impacts participant investment decisions
-Best practices for selecting and monitoring plan investments
-The drawbacks of mixing target-date funds with other plan investment options
-How demographics and fund attributes can drive acceptance of the default investment

Download Webinar Slides

Additional Resources:

Bigger Is Better - Defined Contribution Menu Choices With Plan Defaults
Keep Your Distance - 401(k) Participant Investment Behaviors (So Far) During the
COVID-19 Crisis
Which Default Investment Is the Stickiest? 
Mixed Target-Date Fund Investors - Is There a Method to the Madness?