Success Stories: Investment Menu
In years past, the 401(k) Advisor community placed heavy emphasis on investment products offered in a Plan. The selection, monitoring and replacement of investment options resulted in reams of paper, administrative overhead and hours of Trustee meeting time dedicated to analysis and reporting. More recently, Plan Sponsors have come to seek efficiency, time savings and simplicity in the investment products and oversight process, while maintaining quality 401(k) investment options for Participants and Beneficiaries.
Zuna believes the investment menu is most optimal when focused on easy-to-understand products, low cost and limited risk. We find Plan Sponsors and Participants want simple and direct responses to the question: “where do I put my money.” Zuna will construct a comprehensive 401(k) investment menu with simplicity in mind, but also flexibility and access to specialized products for those who seek it. Investment choices within a Plan should not create a barrier to participation.
Success Stories
Payroll and 401(k)
A promise of “integrated” Payroll to 401(k) resulted in compliance errors and inaccurate funding.
Employee Education
Retirement Plans are only as good as the Employees who participate in them.
Investment Menu
An investment menu is most optimal when focused on easy-to-understand products, low cost and limited risk.