Investment Selection, Monitoring & Managment Process

Formalize review and update the Investment Policy Statement (IPS).Investment Selection

Formalize the investment review process utilizing 12 qualitative / quantitative criteria in the fi360 Toolkit.

Document investment review and decision making process.

Comply with plan default (Qualified Default Investment Account) investment rules in the IPS.

Periodic (typically twice per year) Investment Committee meetings to review the fund menu, fund performance, asset category exposure and other related investment issues.

Plan reviews encompassing asset flows, participant activity, participation rates and contribution rates.

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