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Helping DC Plan Participants Keep Their Balance

Fourth Quarter 2020 
By Cara Lafond, CFA

Even well-crafted asset allocation plans require rebalancing to avoid drifting.

From our sub-adviser, Wellington Management
Cara Lafond, CFA
Multi-Asset Strategist


For most defined contribution (DC) plan participants, strategic asset allocation can be a cornerstone of a successful, long-term retirement strategy. But over time, a well-crafted asset allocation plan may only be as good as the portfolio rebalancing policy behind it.

Important Risks: Investing involves risk, including the possible loss of principal. • Fixed income security risks include credit, liquidity, call, duration, and interest-rate risk. As interest rates rise, bond prices generally fall. • Diversification does not ensure a profit or protect against a loss in a declining market.

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