Is your investment strategy meeting the needs of your defined contribution plan participants?

You can improve plan participation by crafting an investment strategy based on the demographics of your plan participants.

  • Age / Life Stage
  • Income
  • Risk Tolerance
  • Financial Goals
  • Comfort / Knowledge of Investment Options

Phil Edwards of Curcio Webb shares the advice he provides to defined contribution plan sponsors.

This video is the third in our series, Managing Defined Contribution Plans. See related videos:

  1. Focus on Outcomes 
  2. The Importance of Policy & Governance

Let us know how we can help your investment committee succeed!