INSTEAD OF FOLLOWING THE TRADITIONAL ASSET-CLASS AND STYLE-BOX PERSPECTIVE, PLAN SPONSORS MAY CONSIDER BUILDING A MENU OF INVESTMENTS BASED ON THE ROLE EACH PLAYS IN AN OVERALL PORTFOLIO—RETURN-SEEKING, RISK-REDUCING OR DIVERSIFYING. FOR PLAN SPONSOR, HOME OFFICE OR FINANCIAL ADVISOR USE ONLY.

Rethinking Retirement Plan Menus - AllianceBernstein

Appealing Traditional Home Plan Plan - Instead of following the traditional asset-class and style-box perspective, plan sponsors may consider building a menu of investments based on the role each plays in an overall portfolio—return-seeking, risk-reducing or diversifying. For plan sponsor, home office or financial advisor use only.. File Shared by on .



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