A news release from the Agoura Hills, California-company said the new suit e
- PlanTool’s Risk Management System that provides a plan-specific investment policy statement, mutual fund and investment selection, monitoring and replacement process.
- Retirement Analyst Participant Advice and Fiduciary Reporting Program that outlines and documents the investment process for participants and creates special plan-level and participant-level reports to assist plan sponsors with their fiduciary duties.
- ICC Super Statements
- Exchange traded funds (ETFs) that are sub-advised by portfolio strategist Barclays Global Investors (BGI), State Street Global and other ETF managers.
The Retirement Analyst Participant Advice and Fiduciary Reporting Pooling ETF assets using Collective Investment Funds (CIFs) allows asset allocation solutions to be offered to multiple plans at a lower cost. The actively managed allocation models are customized according to a specific investment objective.