The Markets and Your 401(k) Plan

Introduction The 401(k) Fridays podcast offers companies of all sizes free strategic, educational and actionable content to improve  their retirement plans.  My name is Rick Unser and I am your host.  All episodes leverage my nearly two decades of experience working with employers to bring you candid interviews with industry experts, new best practices and valuable perspectives on current events. Guest Bio Jeff Judd is an Investment Analyst for Lockton Retirement Services. He graduated from the University of Kansas, go Jayhawks!, with a major in economics. Upon completion of his undergraduate degree, Jeff attended the University of Missouri-Kansas City, where he obtained his master’s degree in economics. He is also a CFA Level II Candidate.  So he is basically an investment nerd.  But, even with all of his technical knowledge, Jeff provided a very easy to follow commentary!   Episode Summary Our conversation starts with a review of the market volatility we experienced in 2015 and thus far in early 2016.  Jeff also shares valuable perspective for employers on how to evaluate your 401(k) plan investments during volatile markets.  As you will hear, volatility can either highlight strengths or expose weakness in your mutual fund managers.  Be sure to listen for important questions to help you evaluate the risk profile of your plan investments and tie that to how it could impact the performance of both your core mutual funds and target date strategy.  More Information Please visit www.401kfridays.com