| ERISA requires that plan fiduciaries establish a prudent investment selection and monitoring process for their retirement plans. Once accomplished, plan fiduciaries need to construct an investment menu that allows participants the opportunity to create portfolios that are appropriate to their goals and objectives.
With an increasing number of fund and asset class choices being made available, plan sponsors face a significant challenge in selecting the right mix of asset classes and funds for their plan participants and developing a prudent investment analytical process to review them.
To view a sample Quarterly Report that we provide to our clients to illustrate how their funds are performing and make recommendations of changes to their fund line up, click here. |
