A custom fixed income allocation option may be an attractive solution for Defined Contribution (DC) plan sponsors that wish to offer fixed income diversification without increasing menu clutter.

Sample Single Fixed Income Asset Allocation Model

A custom fixed income allocation model comprises a diverse range of fixed income investments in a single investment option. It may help DC plan participants manage volatility while offering the potential for attractive returns. Similar to target date funds, a single fixed income allocation option also may help overcome participant indecision and inertia.

With advancements in many recordkeepers’ technology, implementing and maintaining custom fixed income allocation options is easier than ever.

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