Investment Choice Information

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When it comes to choosing investments for your plan, we can offer a world of options — as well as a wealth of management tools.

Wide array of investment options
For many plans, we can offer unrestricted access to the entire universe of publicly available investments — without any proprietary fund requirements. This open investment architecture frees sponsors and their advisors to assemble an appropriate investment lineup utilizing whatever options they choose. For smaller plans, we offer a simplified array of hundreds of choices from more than 40 investment management companies.

Complete fee transparency
Whatever funds you choose, you'll benefit from complete fee and revenue transparency. We document fees for every fund in your line-up, including the net expense ratio, any revenue we receive from the fund providers to offset administrative expenses, the cost to administer the plan and any resulting credit/debit back to the plan. We offer everything you need to evaluate the true cost of the investments.

Fund selection/monitoring due diligence
We also support our sponsors and their advisors with a complete array of investment selection and monitoring tools. We can help sponsors develop an Investment Policy Statement and tailor all ongoing due diligence to reflect those directives. We can also provide quarterly investment scorecards and other investment reporting and fiduciary support.

This material was prepared for general distribution. It is being provided for informational purposes only and should not be viewed as an investment recommendation. If you need advice regarding your particular investment needs, contact a financial professional.

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