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Ibbotson To Help Pick Investment Lineups

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NU Online News Service, Jan. 19, 2004, 6:02 p.m. EST – Ibbotson Associates, Chicago, will be helping 401(k) plan providers put together investment lineups.[@@]

The firm is setting up a consulting service that will work with insurers and mutual fund companies to create investment menus appropriate for different types of employers. A provider will be able to consider the size of a plan, its employee demographics, its participation rate and its participants’ financial sophistication when steering the sponsor to a particular menu, Ibbotson says.


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