Investment Due Diligence

Investment Due Diligence

Selecting and monitoring the plan‘s investment options is a complex task but as a fiduciary, it‘s not an option, it‘s a legal obligation.

Our services include:

Design and structure of fund lineup

Investment research and analysis

Investment monitoring and recommendations

Maintenance of Watch List

QDIA / Default Fund monitoring and oversight

Target Date Fund analysis, monitoring and oversight

Stable Value research and analysis

Want to know more? We’d love to tell you. Please call us.