top of page
  • Writer's pictureSpectrum Investment Advisors

Selecting Investments for Your Retirement Plan

Click here to view the Webinar Recording and learn from Paul Minick, Spectrum's Financial Education Manager and Relationship Manager, Dan DeDecker. In this GuideSteps financial wellness presentation, we focus on workplace retirement plan investment options and considerations when making investment selections.


This 30-minute presentation discusses:


  • Retirement plan investment options

  • Details on target date funds

  • How Spectrum selects mutual funds for retirement plans

  • How Spectrum builds risk-based model portfolios

  • When an investor may want to create a custom portfolio

  • Market Update



Comments


bottom of page