Call one of our specialists
at 800.959.0071 or email insight@401kadvisors.com
Plan sponsors face intense scrutiny by Congress and the Department of Labor over real or suspected ERISA violations. Failure to manage this risk is costly, and employee litigation is on the rise.
Investment Analysis
As the cornerstone of our practice, 401(k) Advisors helps navigate fiduciary responsibility and enhance opportunities for participants through systematic, quantitative and qualitative investment analysis. We were the first to develop massively robust investment analytics through our intuitive ScorecardSM System. Today, several hundred other consultants across the United States use our system to deliver high-level investment consulting to their plan sponsor clients.
Through our own proprietary Investment Due Diligence System, we provide with pinpoint precision the assistance you need to select, monitor, and evaluate funds within a best practices environment. You know more because we know more.
Independent Reviews
Well-qualified to formulate individual recommendations, our consultants apply profound knowledge in statistical analysis to go far beyond typical investment screenings. Driven by insight and independent impartiality. Using the latest in technology and systems to produce best outcomes on your behalf, we will:
- Conduct Investment Analysis with our Exclusive ScorecardSM System
- Rank Hundreds of Funds, Managers and Strategies with Automated Precision
- Monitor Asset Allocation Funds and Models
- Uncover and Develop Greater Insights with Onsite CFA-Led Research Team
- Deliver Valuable Investment Policy Statements, Quarterly Market Summaries and Online Report Access
Fund Selection and Evaluation
More than 15 qualitative and quantitative metrics are used to select and rank funds, managers and investment strategies across multiple asset classes, style and peer group rankings, and risk-adjusted return characteristics. This allows for incisive and objective reviews in the interest of your plan, your company, and your employees.
We dial up or down the level of detail to accommodate the comfort level of plan fiduciaries; we also educate your Committee on investment theories and methodologies at its desired degree of involvement.
Trust that your investment review will run smoothly. You will know exactly where your investments rank based upon our 1 to 10 pass/fail scoring system. Comprehensive reports and our monthly sponsor newsletters will keep you well-informed and current on industry trends and legislative developments.
Above all, your voice is heard and understood. The consultants of 401(k) Advisors are trained in active listening and clear, consistent communication. Let’s get started and deliver the benefits you deserve.
Contact one of our plan specialists today at 800.959.0071.
Or email insight@401kadvisors.com.
Be confident in your next decision.