Optimize

Optimize plan performance

Getting the most out of your retirement plan starts with the right design. Our proven process covers every aspect of vendor analysis and plan creation — including thoroughly assessing your needs, creating detailed RFPs, rating proposals, evaluating finalists, and support with managing conversion and implementation.

We don't stop there. Studies show that asset allocation, rather than individual security selection, is responsible for the vast majority of end wealth at retirement. That's why we pay careful attention to providing the resources and information participants need to invest intelligently over time. Using advanced analytics and modern portfolio theory combined with disciplined monitoring and common sense, we help you:

• Educate participants on sound investment decisions across the risk versus return spectrum
• Use automated plan features that encourage all eligible employees to accrue sufficient savings
• Conduct annual surveys to measure achievement on key goals and drive strategies for continuous improvement