8 Essential Steps for Your Next Investment Review
Follow this guide to align your investment menu with participant needs. Here’s what to focus on:
- Start with your investment framework.
- Review the investment menu structure.
- Use consistent criteria to evaluate individual funds.
- Know what each fund is and the role it plays.
- Evaluate the QDIA.
- Take a closer look at your target date funds (TDFs).
- Considered managed accounts.
- Plan for retirement income.
Work with our team to review your investment lineup to determine if it still supports your participants’ long-term retirement goals.
Download the Investment Review Guide
Mayflower Advisors
265 Franklin St., Ste 401 Boston, MA 02110
617-259-1767
https://www.mayfloweradvisors.com/
MFARetirement@mayfloweradvisors.com
All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability, or completeness of, nor liability for, decisions based on such information and it should not be relied on as such. Securities offered by registered representatives through Private Client Services (“PCS”), Member FINRA/SPIC. Advisory services offered through Mayflower Advisors, LLC (“MFA”), an SEC registered investment adviser. PCS and MFA are not affiliated. Advisory services are only offered to clients or prospective clients where MFA and its representatives are properly licensed or exempt from licensure. For current MFA information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with MFA’s CRD #307857.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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