Choosing and Monitoring Plan Investments

Sequoia Benefits’ Retirement Plan Consultants performs an initial investment screening and provide an analysis on fund performances and plan details. We also help you establish an investment committee and develop an Investment Policy Statement (IPS).

On an ongoing basis, we monitor the plan investments by performing quarterly investment reviews of fund performances using our Scorecard system and expense benchmarks.

Our goal is to ensure your ability to offer your participants competitive investments from well known quality fund families.

American Funds
American Century
Franklin Templeton
PIMCO
T. Rowe Price
Invesco AIM
Oppenheimer
Fidelity Advisor

Click here for a complete list of fund families.