Ascensus DC Transition
There are also two socially-responsible portfolios from DFA, both domestic and international equity funds. Because the prior manager was a socially-responsible investment provider, participants looking specifically for those types of investments will still have two individual options available to them.
The advisor-sold plan has been folded into the direct-sold plan and the advisors of record removed from the respective accounts. Ascensus has provided guidance for investors that use an advisor with their account here.