Investment Selection & Monitoring

Investment Policy Statement (IPS)

As one of the first documents you be asked to provide in a plan audit, we work alongside plan sponsors to create an effective IPS.

Monitoring

On a quarterly basis, our team evaluates the investment lineup to identify investments that no longer meet inclusion criteria.

Selection

Using FI360, Morningstar and Zepher analytics, we screen the universe of choices to offer low-cost and performance-optimized investment lineups.

Reporting

Documenting the on-going selection and monitoring process for your due diligence file is imperative to surviving an audit.

Corporate

For more information about creating or updating your corporate retirement plan, contact us today.