The new software release by dailyVest comes after the integration of dailyVest’s Plan SponsorAnalytics Platform and Investment Personalization Platform. With the new platform, investment demographics are reported at the plan level and personal investment analysis is provided at the participant level, according to a news release.
The new program alerts sponsorsto key investment trends affecting the plan such asstatistics about participant personal performance and the plan’s assetallocation by age group, with an eye toward company stock. This information is then intended to facilitate correctivemeasures such as account reallocation and increased investment education,in an effort to reducethe risk of legal recourse.
« Appeals Court Affirms TWA Pension Plans' Termination