8 Essential Steps for Your Next Investment Review
- Retirement Partners of Hawai'i
- 2 hours ago
- 1 min read
Follow this guide to align your investment menu with participant needs. Here’s what to focus on:
1.      Start with your investment framework.
2.      Review the investment menu structure.
3.      Use consistent criteria to evaluate individual funds.
4.      Know what each fund is and the role it plays.
5.      Evaluate the QDIA.
6.      Take a closer look at your target date funds (TDFs).
7.      Considered managed accounts.
8.      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.
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.
Retirement Partners of Hawai`i
1003 Bishop Street
Pauahi Tower, Suite 880
Honolulu, Hawai`i 96813
Phone: (808) 681-7799
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
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.
©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.