ABOUT THIS EPISODE
As market volatility, concentration risk and evolving retirement income needs reshape the defined contribution landscape, plan sponsors are taking a fresh look at the role of active management in participant portfolios.
That is the subject of 401(k) Specialist’s latest “Deep Dive,” and it’s what we’re talking about with MFS Investment Management Lead Retirement Strategist Jeri Savage in this episode of the 401(k) Specialist Pod(k)ast.
We’ll discuss why active management is back in the conversation, where it can add the most value alongside passive strategies, and how fiduciaries should think about portfolio construction as retirement plans continue to evolve. We’ll also touch on retirement income solutions, the potential impact of private market investments, and what the typical 401(k) investment lineup might look like in 5 years.
SEE ALSO:
401(k) Specialist Deep Dive: Active Management in Uncertain Markets, Part 1 and Part 2
