How Often, And How, Do You Evaluate Investments?

There is perhaps no service plan advisors and providers offer that is more valued by plan sponsors than counsel on investments.  This week, we’d like to know more about the process you use.

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* 1. How frequently do you generally evaluate investments in the plan(s) you work with?

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* 2. If one of the funds you’re reviewing has a performance issue, how long does it generally take from noticing the poor performance to issuing a mandate to replace it?

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* 3. How long does it usually take from issuing that mandate to completing the selection of a replacement fund?

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* 4. Has that changed in the past 5 years?

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* 5. When making a decision on which investment options to recommend, which of the following do you use (check all that apply)?

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* 6. When making a decision on which investment option(s) to recommend, which of the following is (generally) MOST important?

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* 7. Has that changed in the past 5 years?

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* 8. What tools do you use to evaluate the investments in the plans you manage? Check all that apply.

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* 9. Any other comments on investment recommendations, influences on investment recommendations, the process behind each, or life in general?

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* 10. What is your role working with retirement plans?

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* 11. What size plans do you PRIMARILY work with?

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* 12. Suggestions for future survey questions?

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* 13. All responses are anonymous and confidential, of course - but if you'd like me to know who you are, or allow for a response, you can leave your email below...

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