Funds
The goals of plan sponsors are simple:
Funds
Provide a diversified lineup of high-quality funds
Process
Ease and simplify the investment process
Fiduciary
Minimize exposure to fiduciary liability
Wealth Advisory Group helps plan sponsors build well-structured lineups with high-quality investment options by guiding their investment process and implementing the RPAG Scorecard System.
- Different investment styles/strategies require different criteria: active strategies, passive strategies, asset allocation strategies
- Scorecard emphasis is on quantitative vis-à-vis the retirement plan provider’s own due diligence, which is usually more qualitative and subjective
- The Scorecard allows the user to drill down into the suspect areas, identified easily by the fund’s score
- Fiduciaries can evaluate investments in a more comprehensive manner through one single score
