The Participant Standard

Choose The Highest Standard; The Participant Standard.

What is the “Participant Standard”?

Participants

• Participant success is the plan’s top priority
• Education is made available to ALL participants
• Financial Wellness Strategy is customized to the needs of ALL participants
• Plan documentation and notices are made available to ALL participants

 
Investments

• Investments are reviewed at least quarterly to ensure that the lowest cost share class options are available to participants
• All participants have access to investments that fit their unique risk tolerance
• Investments are benchmarked on a quarterly basis to ensure they are peer leading
• Socially responsible investments are evaluated for inclusion in the investment line up
• Investment recommendations are made with zero conflicts of interest

 
Plan Governance

• Plan decisions are made at an expert level
• Provider fees are reasonable and fair when evaluating the service provided
• Committee members are aware of their responsibilities to the participants and their family members
• Plan assets are protected from theft and embezzlement
• Third-party providers regularly assess the effectiveness of the plan committee to operate the plan

CLICK HERE TO SEE HOW THE PARTICIPANT STANDARD STACKS UP

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