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Overview Retirement Plan Services Retirement Plan Services
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Analysis and guidance you can trust

Developing a sound strategy

Although we don't provide fiduciary advice, we can provide tools and information for objective investment analysis and guidance as you consider specific funds for your plan's line-up. In helping you define your plan's investment strategy, we can assist you in your answers to a number of questions, such as:

  • What asset classes should be considered?
  • What sub-asset classes should be included?
  • Which managers or funds should be considered?
  • What is the ideal number of funds for a plan?

Selecting line-ups for your plan

Based on your answers and specific investment criteria, as well as our own in-depth and objective research, we may provide several samples1 of possible core line-ups that include:

  • Historically high-performing funds with similar or potentially lower risk profiles than those in your existing plan's fund menu. Past performance is no indication of future results.
  • No hard-dollar costs2

1 Sample line-ups are examples that plan sponsors may wish to consider, but have not been tailored to any particular plan sponsor's or plan's circumstances. Plan sponsors may wish to consider whether other line-ups better suit their plan's needs.

2 The ability to offer a line-up with no hard-dollar fees is based upon investments that may be contained in the sample line-ups. Significant diversion from the sample investment line-up may include additional administrative costs.