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We take your fiduciary responsibilities seriously. Our diversified, carefully screened and monitored retirement plan investment choices are free from the conflicts of interest often found with management firms offering proprietary funds.
Helping you meet your fiduciary responsibilities To help you act in the sole interest of plan participants and their beneficiaries, we offer:
- Objective fund selection, with no proprietary fund requirements
- Customizable Investment Policy Statement
- Strict fund selection and monitoring process
Objective, research-based due diligence process
Our due diligence process consists of ten separate evaluative criteria, and begins with a comparison of each investment option against its Morningstar® peer groups and benchmark determined by the fund’s manager.
Monitoring and reviewing investments With the following tools, we provide data on each fund that we make available, so you can make certain the fund continues to meet your needs.
Performance summary
- Annualized performance information
- Expense ratios
- Management strategies and descriptions of the investment objective for each investment option
Quarterly scorecard report
- Peer group and market index comparisons
- Displays whether a fund has passed or failed performance review criteria
- Names funds that have been identified for “deselection”1
- Market commentary
Morningstar® Quicktake® reports
- Detailed investment performance and statistical data on each fund offered in your plan, updated daily
- Available via the plan sponsor and participant Web sites
1 Funds are placed on a Watch List before they are identified as a fund that ADP will no longer make available for its clients.
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