Four by 401(k): Most investors fall into 4 core groups

Published Updated 5 Min Read

I have done a lot of 401(k) plan participant education sessions over the years. As a result, I may know your 401(k) plan participants better than you do (without ever having met them!). That’s because I’ve found that most 401(k) retirement plans have four participant investor groups. These groups are: core-funds investors, index-funds investors, specialty-funds investors and target-date funds investors.

 

Robert C. Lawton
President

Robert C. Lawton, AIF, CRPS is the founder and president of Lawton Retirement Plan Consultants, LLC. Mr. Lawton has over 30 years of retirement plan consulting and administration experience and has … Read full bio


For reprint and licensing requests for this article, click here.


More From Employee Benefit News

Sign Up Form

Login Modal Form