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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