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
institutional landing investment consulting

Investment Consulting

institutional landing vendor management

Vendor Management

institutional landing fiduciary guidance

Fiduciary Governance

institutional landing participant services

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.

Sign Up For Our Newsletters

(They're great, we promise)

Connect With Us

Financial Services Group BBB Business Review