PLANSPONSOR Roadmap: Plan Investments—Participant Personalization in Investment Menus

Get a picture of the role of managed accounts, personalized target-date funds, dynamic QDIAs, tailored balanced funds, advice solutions and artificial intelligence-enabled tools implemented within or as a complement to DC plan investment menus. Learn how to balance personalization with cost, fiduciary risks and investment oversight and how to measure success of personalization efforts.