401(k) Fridays Podcast

This episode is inspired by some recent conversations I have had with workplace retirement plan or fiduciary committees and some hesitancy they have had in speaking with managers of invests they offer in their plans.  My guest today is John Forrest, Head of the Research Practice at Russell Investments, and to say the least, he has a little experience in this area.  In my experience, some members of retirement plan committees have avoided speaking with managers as they don’t feel equipped to ask questions, or don’t feel they would be able to understand what a manager would share.  John does a great job sharing why it is valuable to speak with investment managers, questions you can ask, and things to listen for that can shed light on their people, process and perspectives.  We also talk about different questions or things to listen for when speaking with an equity vs. a fixed income manager, how the numbers or results are important but not the whole story, and why it might be more important than ever to take ti