Plan Investments & Balances
Plan sponsors are able to
view a summary of all approved investment options and the overall
balances. For easy reference the
available plan investments have built-in informational links to the
investments.
Quarterly Fiduciary Investment Review Package
This is a quarterly review that monitors fund performance on multiple levels and details actionable items, if any, for the coming quarter.
The report insures that the investments in the plan are in accordance with guidelines detailed in the Investment Policy Statement.
Investment Policy Statement
We work with the plan trustees
and investment committee to review or develop a comprehensive Investment Policy
Statement (IPS). The IPS provides the
guidelines and standards utilized in the selection of the plan's investment
alternatives asset classes, and provides a basis for the periodic evaluation of
the performance of these investment alternatives. We also aid the client in selecting the
actual funds that will be offered within each asset class. As part of our investment services offering,
we also screen and develop a diversified range of investment alternatives to
meet your participants' needs (with model portfolio allocation if applicable).
Investment Monitoring
Investment Monitoring
We provide our clients
ongoing support with an Investment Policy Monitoring (IPM) report comparing the
plan's investment alternatives offered to the standards outlined in the IPS,
and measured against their corresponding asset class peer groups. As needed, we guide the client through the
process of replacing investments and communicating these changes to plan
participants.
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| Hollis Lamon Lamon & Stern Atlanta, Georgia |
Contact Hollis Lamon of Lamon & Stern today for all your retirement planning needs! 770-951-8411
