BLOG: 8 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).
Considered managed accounts.
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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