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We recognize the complex role of a plan fiduciary, and realize that most plan sponsors typically arenít investment experts. Thatís why we take measures to offer you diverse, proven investment options that are regularly monitored by professionals.
Our three-tiered approach to fiduciary support includes assistance at the product, plan and participant levels.
- Product-level Oversight
- Plan-level Guidance
- Participant-level Confidence
- QDIA Options
- Individually Managed Accounts
- Stadion – an IMA service that makes investment decisions on behalf of a participant and provides ongoing retirement account management consistent with the particpant's retirement goals.
Retirement ManagerSM – a professionally managed account service that provides ongoing account monitoring and management.
- 408(b)(2) Information
- 408(b)(2) Fact Sheet
- Department of Labor Links
FOCLpoint – Fiduciary Online Communication Library
FOCLpoint is an innovative, online database designed to help plan sponsors manage their fiduciary documents in one secure location. Key paperwork is already populated in the database. Plan sponsors may add information as appropriate for each plan.