Itâs not necessarily something that can be done at the flick of a switch, but it can be baked into the process.
Tag "Paul Swanson"
If a company sees a substantial number of employees exit their firm, this can have a detrimental impact on all areas. Even the companyâs 401k can be negatively affected in a number of ways.
While some may consider this heresy, the best option for a fiduciary managing a portfolio is to include a consistent percentage of assets outside the equity markets and in assets that preserve capital.
The biggest issue when it comes to access is cost. Itâs not just the plan sponsorâs sensitivity to higher costs. Itâs the service providerâs ability to keep those costs low.
In the end, this all comes down to one final concern, and itâs one that is typically not even considered.
