TITLE

Developing an Implementation Matrix: Lessons to Be Learned from Defined Contribution Plans

AUTHOR(S)
Trone, Donald B.; Gibson, Roger C.
PUB. DATE
January 2000
SOURCE
Journal of Financial Planning;Jan2000, Vol. 13 Issue 1, p86
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
When working with defined contribution plans such as 401 (k)s, financial advisors face the responsibility of adhering to strict fiduciary requirements. But they also owe it to their clients to provide an appropriate, comprehensive selection of investment options. In this article, the authors present a process for developing a matrix of investment options for defined contribution plans, including a series of what they have determined are questions and decisions critical to the process.
ACCESSION #
2711359

 

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