Employers should consider industry
and location when selecting a plan

Employers interested in helping improve participant outcomes should consider the non-financial assets of their participant base when choosing custom target-date solutions, according to new research from the Morningstar Investment Management group. A participant’s industry, home location, and pension benefits have value that may exceed the value of their financial assets.

We outline scenarios for three individuals to show how taking a total-wealth perspective may help participants better prepare for retirement.

Download the free paper to learn:
	How human capital contributes to a household’s total wealth
	Why participants in a volatile industry may need to adjust their asset allocations
	What steps an employer can consider to help mitigate the basic risks associated with a region

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