Moss Adams Releases White Paper to Help Fiduciaries Measure Plan Diversification

SEATTLE, WA, February 11, 2010 -- Given the volatility in financial markets over the last 18 months, the level of diversification across retirement plan investment options has taken on increased importance. A new White Paper by Moss Adams and commissioned by Overlap(r) explores the issue, and suggests that plan fiduciaries consider adding a new data-point.

This new 2 page paper, authored by Stan Lochrie, Partner, Moss Adams Wealth Advisors, Clayton Cafferata, Manager and Amanda Kemp, Senior Research Analyst, Moss Adams Research Services, describes the measures used historically to measure plan level diversification, and explores the recent advent of employing an easily understood holdings based analysis as a compliment.

"In the setting of a self directed plan, where it is primarily a set of mutual funds that are offered, the level of diversification achieved by investing in multiple funds may be significantly less than implied, because standard reporting does not show the level of identical assets within funds" notes Lochrie. "Analysis based on underlying holdings of mutual fund plan offerings has not been established as common practice, because it has historically been time and cost prohibitive and yielded out of date information. Due to a number of factors such as accelerated filing deadlines and improved technologies, there are now several providers of this information".

For more information and to receive a free copy of the white paper contact Lou Stouch at 216.226.5006 or lou@overlap.com.

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