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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.
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Balance:
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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.
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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.
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Our Services Include:
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- 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
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