The Participant Standard

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SAMPLE FUND ANALYSIS

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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