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UPDATED REPORT! Report Offers Steps for Building an Optimal Retirement Plan Investment Menu

A retirement plan’s overarching goals are to help participants accumulate wealth during their years of employment and to provide them with income during their retirement.



The challenge for fiduciaries is to successfully navigate the options available and build an optimal investment menu that is designed to guide participant choices and improve their retirement readiness. Since plan fiduciaries may be exposed to personal liability, it is prudent to have a process in place for the selection and monitoring of investment options.



HANYS Benefit Services has outlined a four-step process for constructing an optimal investment menu that:


  • fosters ERISA compliance;

  • provides desirable investment choices for plan participants; and

  • impacts retirement outcomes.




Read 4 Steps to Building an Optimal Retirement Plan Lineup for Participants to learn more. If you have any questions, or would like to begin talking to a retirement plan advisor, please get in touch by calling (800) 388-1963 or e-mail us at hbs@hanys.org.

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