Fund Selection and Monitoring

Fund selection and monitoring is an important piece of the fiduciary oversight process within a retirement plan. With that in mind, there is not a one-size-fits-all approach to evaluating investment options.

There are a wide array of options available for inclusion in retirement plans. A short list of some popular options is below:

  • Capital Preservation
  • Actively Managed Investments
  • Passively Managed Investments
  • Asset Allocation funds, such as target date funds
  • Retirement Income options

Below is an example of BFSG’s proprietary Evaluation Methodology for actively managed investment options.

fund score v2b
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Investment Consulting

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Participant Services

Complimentary Fee Analysis and Investment Review

All we need is a copy of your 408(b)(2) Plan Sponsor Fee Disclosure and we will provide a report which benchmarks fees and investment performance against industry averages.

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