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
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.