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 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.


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Latest Updates & Information

1 Q 2018 Commentary

International Markets continue to be the most favored area of investment for the first quarter of 2018 and looking forward for the next 12 months. The best performing asset class in Q1 was emerging market.

Read full story here

4 Q 2017 Commentary

Recent allocation changes have yielded good results in 2017. A greater exposure to International Equities turned out to be timely. There is still room for normalizing this allocation if you have not done so yet.

Read full story here

Fourth Quarter 2017 Market Insights Video

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

Watch video here