Investment Portfolio Analysis
Retirement plan sponsors who offer participants a choice of investments are required to provide a selection of appropriate options that cover a broad range of asset classes.
The objective is to assure that a participant will have the opportunity to diversify their investments in such a way that balances the need to minimize risk of loss with personal investment objectives based on the participant’s risk profile.
Gardner & White representatives add value to your group’s retirement plan by providing advisory services designed to guide you and your participants through the investment selection process.
Our Services Include:
  • Investment Policy Statement design consultation
  • Assistance in selection and monitoring the investment portfolio
  • Participant education programs
  • Investment counseling for participants
  • Web access to provider investment selection and allocation tools
For more information on services available in selecting and monitoring your retirement plan investment options, contact your Gardner & White Representative.
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Consulting - Benefits Solutions - Plan Administration

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