February’s Retirement Report includes some interesting topics. The first talks about 3 funds recommended for all retirement plans. Behavioral Economics teaches many lessons. First, sometimes less is more. Nowhere is this truer than in retirement plans, where offering fewer funds drives greater participation and less confusion. When building an optimal retirement plan, we continuously conclude the ideal number of investments to be three – three index-based fund options, that is.
The next topic talks about the importance of a qualitative review of the funds inside your plan. The qualitative review of a mutual fund helps support the quantitative analysis within the Scorecard System™ by providing color and insight into the portfolio and the investment performance.
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