Are You Offering a Competitive Investment Selection?

Share:

Listens: 0

CTMA Wealth Management

Business


This series is going to focus on 401k plans from the employer's side and on the employee side: what to look for, what to stay away from, and how to cut your expenses and add value to a benefit that all employees are looking for.Episode three will focus on investment selection, be it Self-Directed. Target date, our Custom Built Model portfolio (the RAMP, Retirement Asset Management Platform), rebalancing, and the value rebalancing brings on a volatile market like we're faced with right now.