As thought leaders, we’re constantly looking for ways to improve our services and provide you with resources to help you make well-informed decisions. Keep up to date here with the latest news, insights and industry articles from TruePlan Benefit and Retirement Advisors.
In the debate between active vs. passive mutual funds, plan sponsors find themselves wondering what to offer in their retirement plan investment menus. Download TruePlan Benefit and Retirement Advisors’ white paper to access insightful active and passive management analyses now.
The long-awaited exchange-traded fund for spot bitcoin became available to investors on Jan. 11. Previously, bitcoin exposure was limited to direct asset custody in a digital wallet, Chicago Mercantile Exchange futures contracts or open-ended private trusts, all offering various pros and cons.
Should defined contribution retirement plan portfolios include cryptocurrency? The short answer is: Not yet. We believe it's too soon to take a chance on this volatile new investment option, but that could change over time.
It is important for fiduciaries to realize they are designing an investment lineup for participants with a wide range of investment experience. Ideally, they want to provide enough options to allow a participant to diversify, and yet not overwhelm or confuse them with multiple or overlapping investment options. Read this whitepaper for a our four-step process for constructing an optimal investment menu that fosters ERISA compliance and provides desirable investment choices for plan participants.
