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Episode Guest:

Jeff Judd

Investment Analyst

Lockton Retirement Services

The Markets and your 401(k) Plan

Guest: Jeff Judd

 

 

 

 

 

 

Jeff and I had a conversation in early February 2016 about steps employers should take to evaluate their retirement plans during times of market volatility.  Highlights include: 

  • Review of the market volatility in 2015 and thus far in early 2016. 

  • Market trends to be aware of in 2016

  • Tips for evaluating perform vs. risk in your 401(k) plan investments.

  • What to expect with your bond mutual funds during a time of rising interest rates

  • Market volatility can either highlight strengths or expose weakness in your mutual fund managers. 

  • Important questions to help you evaluate the risk profile of both your core plan investments and target date strategy.

 

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Guest Bio

Jeff Judd is an Investment Analyst for Lockton Retirement Services. Jeff provides investment analysis and manager due diligence across a broad asset spectrum. He provides assistance to regional client service teams and works on national-level initiatives to improve client service. Jeff also develops analytical tools to assist client service terms in the analysis of investment products.

 

Jeff graduated from the University of Kansas 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 in economics.

 

Disclosures

Securities offered through Lockton Financial Advisors, LLC a registered broker-dealer, member FINRA, SIPC.  Investment advisory services offered through Lockton Investment Advisors, LLC, a federally registered investment adviser.  For California, Lockton Financial Advisors, LLC, d.b.a. Lockton Insurance Services, LLC, license number 0G13569. The Business Continuity Plan for Lockton Financial Advisors, LLC, may be found here. Not all members affiliated with Lockton offer securities or investment advisory services. Lockton Insurance Agency, Inc. is the parent company of LFA and LIA.  

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