Revisiting bond investment choice in 401(k) plan menus

When:  May 14, 2024 from 05:00 PM to 07:00 PM (CST)
Associated with  CFA Society Minnesota

Investors are finding their way back to bonds again!  Core bonds, a staple of 401(k) plan investment menus, fell out of favor the last few years as investors pursued higher returns in stocks.  In the current environment, the asset class is poised to deliver attractive yields and to act as a ballast against equity volatility.  A confluence of factors is leading 401(k) plan sponsors to revisit their bond offering(s), consider core vs core plus, and to determine an ideal plan line-up that balances the needs of younger workers with those of older workers/retirees.  

Join us for a discussion with Allspring Global’s Danny Sarnowski, Fixed Income Portfolio Specialist and Will Chau, DC Investment Strategist for an in-depth conversation on the current bond market and suitability of different core bond option(s) in your 401(k).”

Thank you to our event sponsor!

Register

Location

Midland Hills Country Club
2001 Fulham St
Roseville, MN 55113
Event Image

Contact

Megan Millett

[email protected]