SAMPLE FUND ANALYSIS
Choose The Highest Standard; The Participant Standard.
What is the “Participant Standard”?
- 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 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 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
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