Determining Your Ideal Investment Menu

The critical first step is to create an investment menu that addresses your goals as a plan sponsor and the unique characteristics of your employee population. We will work with your management team and retirement committee to review your current investment line-up and make recommendations based on multiple factors including:
  • The company's perspective on specific asset classes
  • Employee demographics and past participant behavior
  • The Investment Policy Statement framework
  • Industry norms and best practices

  Investment Consulting
  Ideal Investment Menu
  Investment Performance Monitoring

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