Compare Fi401K Solutions
Service | IC&O | IM&R | IM&O |
Customized Investment Policy Statement (IPS) |
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Customized Investment Selection & Review Procedures (ISRP) |
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Standardized Investment Reporting: | |||
— Trailing Historical Performance (including applicable indexes) | ![]() |
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— Historical Categorical Rankings | ![]() | ![]() |
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— Expense Ratio Composition (including Revenue Sharing/concessions) | ![]() | ![]() |
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— Morningstar Risk & Return Ratings |
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— Morningstar Overall Rating | ![]() | ![]() |
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Standardized Investment Change Tracking: |
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— Style Box Changes |
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— Categorical Ranking Changes |
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— Expense Ratio Changes |
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— Manager Tenure Changes |
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— Morningstar Ratings Changes |
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Customized Recommended Fund Lists: |
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— Expense Efficient Fund Line-Up |
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— Performance Optimized Fund Line-Up |
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ERISA 3(21) Investment Consultant (Non-Discretionary) |
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ERISA 3(38) Investment Manager (Discretionary) |
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Model/Managed Portfolios for Participants |
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