7 Essential Steps for Your Next Investment Review
Follow this guide to align your investment menu with participant needs. Here’s what to focus on:
- Start with your investment framework.
- Review the investment menu structure.
- Use consistent criteria to evaluate individual funds.
- Know what each fund is and the role it plays.
- Evaluate the QDIA.
- Take a closer look at your target date funds (TDFs).
- Plan for retirement income.
Work with our team to review your investment lineup to determine if it still supports your participants’ long-term retirement goals.
Download the Investment Review Guide
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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