401(k) Fridays Podcast

Episode Description This episode is part two of our three part mini course on constructing a 401(k) investment menu.  In part one, we covered current thinking, trends and benchmark data on investment menu design, questions to ask your service providers before you start and much more!  If you have not listened to that episode, I would encourage you to check it out on iTunes or your favorite podcast app!  Now, back to part two where we discuss the next steps of investment menu design, determining the asset classes you will make available to your participants and then selecting individual investment options.  To help navigate the conversation I have Jamie Axford, a Director at Putnam Investments.  I realize that for some just mentioning the term “asset class” during a plan review or investment discussion can send you scurrying of your phone to check you emails, however I would encourage you to hang in there for our conversation today.  Jamie does a great job of defining some words and concepts that many people h