401(k) Fridays Podcast

As the most recent bull market continues to mature, some retirement plan sponsors are either exploring or being encouraged to explore ways add diversification to their workplace retirement plan investment menus.  Incorporating exposure to Real Estate or REITS, has been one of the more popular strategies to add some variety to traditional stock and bond offerings.  While the REITs are offered in 31% of plans up from 27% five years ago according to Vanguard’s How America Saves reports, personally I would not consider them widely available in workplace retirement plans.  Whether you already have a REIT offering or are considering adding one, my conversation today with Jake Aronson, a CFA and Portfolio Manager with Principal Portfolio Strategies should shed some light on this anything but straightforward topic.  Like we always do, we start with defining terms, address some common misperceptions and offer input for retirement plan fiduciaries to help frame decisions.  Hopefully, our conversation will help you get