Selection & Monitoring
A detailed process that includes ongoing fund monitoring to ensure that the retirement plan is always up to date.
Monitoring reports by utilizing FI360, a leader in fiduciary education and investment analysis. Investments in the retirement plan are reviewed quarterly to ensure that they continue to meet the pre-established guidelines for the plan. The reviews of fund performance, comparison of peer groups, benchmarks and documenting the process are necessary elements of the fiduciary monitoring functions.