What's Driving Investment Menu Changes?

The Cogent Reports Retirement Planscape report notes that in instances where plan sponsors say they intend to drop or reduce the number of investment options provided by specific investment managers, the most common reason – for the second year in a row – was the desire to reduce fees/expenses, though “Large-Mega” plan sponsors are more likely than their peers with smaller plans to drop a manager due to asset class risk attributes no longer meeting requirements (26%) or to switch from an active manager to a passive manager (22%).

The research also found a “significant increase” in the percentage of plan sponsors who would drop an investment manager because of negative media perception, driven by respondents in the Micro plan segment.

But that’s surveyed plan sponsors, not necessarily the one(s) you work with.  This week, we’d like to know, what’s driving investment menu changes among your plan sponsor clients?

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* 1. What factors are driving investment menu changes (note all that apply)?

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* 2. Which one factor would you say has accounted for most of the shifts in the investment menu of the plans you work with in 2017?

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* 3. Have you found larger programs to be motivated by different factor(s) than smaller plans?

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* 4. If so, which factor do you find most prevalent among larger plans?

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* 5. Any other comments on investment menus, investment menu changes, factors influencing investment menu changes, or life in general?

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* 6. What is your role working with retirement plans?

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* 7. What size plans do you PRIMARILY work with?

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* 8. Suggestions for future survey questions?

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* 9. All responses are anonymous and confidential, of course - but if you'd like me to know who you are, or allow for a response, you can leave your email below...

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