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 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
