Quarterly Performance Review

Our clients have many responsibilities outside the retirement plan. Our one role is to serve as their Retirement Advisor. To that end, our quarterly due diligence review is quite extensive. The objective is to give our clients “the state of their retirement plan” — discussing the funds of the plan, performance, and suggest better funds to replace under-performing funds, where necessary. With our Chief Investment Officer and Fi360 we utilize all of available resources to give our clients the most advanced and comprehensive investment advice possible.

Understanding investments is only useful if you understand what is going on in the Market and what can be expected both for the short and long term. Our quarterly Market Commentary, distributed to all clients and  participants, details the quarter that was and forecasts the quarter ahead.

Designing an annual education campaign lays out a plan for the entire plan year. Education is an ongoing process that will be an agenda item each time we meet. In addition to the market and education topics, we also discuss any relevant legislative updates.

The only constant in the retirement industry is change. We work with a top ERISA attorney to proactively keep our clients aware of changes as they occur, and what can be expected in coming months and years.

In addition to an agenda, Market Commentary and topical education articles, we provide each client the following reports at each quarterly meeting:

  • Fi360 Fiduciary Score Breakdown
  • Investment Snapshot
  • Performance Summary – Broad Market Total Returns
  • Holdings Summary
  • Style Analysis
  • Rate of Return

Learn more about 401(k) quarterly performance reviews by calling us at 877-595-0833 or filling out the form below.


Questions? Fill out the form below:

Fill out my online form.

Latest Updates & Information

Third Quarter Market Insights

Third quarter, 2017 saw stocks rise amid a brighter outlook for the global economy and better-than-expected corporate earnings.

Read full story here

3rd Q Market Insights

Check out the Third Quarter Market Insights led by Beth Spurry, CFP, CTFA.

Watch video here

2nd Qtr 2017 Market Insights

U.S. Economy – Good The key factors we track, unemployment, housing, and inflation, are still healthy.  There has been little change to inflation, which stays solidly below 2%, but remains in a safe zone. 

Read full story here

Second Q Market Insights

Check out the Second Quarter Market Insights led by Beth Spurry.

Watch video here