Investment
Flexibility
In order to comply with ERISA fiduciary obligations, plan
sponsors face the challenge of providing diversified investment
menus and asset allocation capabilities to participants.
Now
more than ever, plan sponsors are cognizant of the need
to have scrutinized and monitored investment options with
multiple investment managers. To achieve this, it is recommended
that employers strongly consider utilizing a platform provider
that offers an unbiased selection process and open architecture
investment flexibility.
The
RIA(k) Advantage Philosophy
While
our organization has the ability to offer a wide range of
nationally known bundled and unbundled retirement plan service
providers, many come with some degree of administrative
and investment inflexibility. In reaction to this potential
dilemma, we developed the RIA(k) Smart Plan Platform
with total investment flexibility and unbiased advice in
mind. With over 6,000 mutual funds available on our platform,
we have the capabilities to construct investment menus to
objectively address plan sponsor needs.
Through
our investment due diligence processes, we perform regular
and extensive research on the universe of fund options available
to ensure that our clients are aware of the top performing
alternatives based upon an established investment policy
criteria for the plan.
