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Investment Analysis
Plan fiduciaries are considered investment experts. Without a sound investment due diligence process, plan fiduciaries may be held personally liable for poor employee investment returns.
Defined Plan Advisors provides plan sponsors with a comprehensive and systematic process to analyze, select, monitor and, when necessary, replace investments. We utilize several of the best, most robust analytical tools available in the industry today and have developed our own in-house process and ScorecardSM ranking system. The end result is a 100+ page report of quantitative and qualitative analysis that helps reduce exposure to fiduciary liability while enhancing investment opportunities for employees.
- Investment Policy Statement
- Investment Analysis and Review
- ScorecardSM Fund Ranking and Methodology
- Quarterly Market Summary
- Online Report Access