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 Market volatility makes it critical for retirement plan sponsors and fiduciaries to develop and maintain investment due diligence procedures and supporting documentation. Landmark Advisors will work with the retirement plan committee to develop and maintain the plan’s investment strategy, which is expressed in an investment policy statement.
This investment policy statement is used as a guide to evaluate your current investment offerings, measuring them against applicable indices, your existing provider’s complete menu and the broader universe of investment options. The result is confidence that your plan’s investments are diversified, well managed, and meet the stated objectives of your investment policy statement.
Landmark Advisors provides this comprehensive analysis by utilizing multiple tools. Each investment is evaluated on the enhanced 12-point fund evaluation system. This 12-point system scores each fund based on five years of data.
Some shorter-term statistics are also included to provide a more comprehensive analysis of a fund. The scorecard is weighted 17% toward style, 33% to performance, 33% to risk/return measures and 17% to qualitative factors.
Performing this analysis on a regular basis is essential to documenting compliance with DOL guidelines and minimizing exposure to fiduciary liability.
Landmark Advisors is a member of National Retirement Partners. We are located in Minneapolis, Minnesota. We specialize in providing retirement plan consulting and financial planning education for plan sponsors and delivering personal retirement planning for plan participants. Contact us today for more information about your retirement planning needs.
Securities offered through NRP Financial, Inc., Member FINRA/SIPC and advisory services provided by NRP Advisors, Inc.
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