We generate an investment analysis and report quarterly to make sure you’re still heading in the direction you need and want to be. It covers investment scoring and recommendations or sections, portfolio creation, lineup optimization, investment mapping, and cost analysis.
FIDUCIARY INVESTMENT SERVICES
You can benefit from extensive investment expertise, infrastructure, support team, systems, and compliance processes. We want to free up your time to focus on areas where you can make the most impact, such as plan optimization and participant engagement.
Represents Plan Sponsor Engagement in Investment Monitoring & Selection
LEVERAGE THE SERVICE MODEL THAT’S RIGHT FOR YOU
We will act as a fiduciary as it relates to the investment services provided to your plan, which means we commit to providing guidance and advice solely in the best interest of plan participants and beneficiaries. Leverage our 3(21) service co-fiduciary liability model, or offload many of those responsibilities to help mitigate your risk by engaging us through our 3(38) service model.
WE LOOK AT INVESTMENTS DIFFERENTLY
Our processes go beyond typical performance metrics to serve diverse demographics and objectives. We blend proprietary qualitative and quantitative analysis with behavioral economics to establish and monitor our clients' most suitable investment solutions.
We go beyond performance with a focus on enhancing employee experience and outcomes, because a good investment is not always the right investment.
REPORTING AND ANALYSIS
Quarterly Investment Report
Protecting your investment is something we take very seriously. We can provide stable value fund comparisons, wrap provider and subadvisor details, historical crediting rates, historical market-to-book ratios, performance analysis, and termination provisions.
Target-Date Suitability Analysis
We make selecting target-date funds easier through our analysis and reporting. It includes suitability analysis, glidepath methodology and philosophy, underlying holdings/diversification analysis, and performance and expense review.
qualitative manager research
We’re concerned with qualitative tools when it comes to manager research and reporting. We assess qualitative review, investment strategy, portfolio construction process, risk control analysis, and portfolio manager and analyst compensation structure.
In partnership with Morningstar®, our Managed Account Program offers customized retirement strategies for each participant. You can provide employees with access to personalized, professionally managed portfolios designed to help them stay on track to meet their goals.
We tailor our strategies to each individual’s situation.
We do the work; your employees have confidence they’ll meet their goals.
We look beyond retirement assets to help build a more complete strategy for future income needs.
We constantly review and adjust allocations as conditions or circumstances change.
Available only on select record-keeping platforms. Please reach out to firstname.lastname@example.org for more information.