"Inform and Educate"

Services | Investment Analytics

Plan sponsors have an obligation to review and monitor the investment options offered in a qualified retirement plan and to hire experts to assist them in carrying out these duties prudently if necessary. Although employee accounts are typically self-directed, the plan fiduciaries (e.g. trustees or plan sponsor) maintain the responsibility to have an investment process.

One of our key responsibilities is to inform and educate the clients with whom we work on issues affecting the oversight of plan investment options.

Through benchmarking and our monitoring process of the investment options available under the Program, we help the Plan Sponsor ensure plan investments are prudent options for their participants.