Investment Menu Design     Learn more about TrueNorth's Company Retirement Plan services: Employee Education Reporting Capabilities Plan Benchmarking and Vendor Search Services   Fiduciary Risk Management   Contact us   Wichita  316.266.6574 or 877.305.1864   Denver 303.615.7600 or 800.813.0203

Because qualified defined contribution plans typically must serve the needs of investors with varying levels of investment expertise, we believe that it is essential to your plan’s success to offer a full range of investment choices. We work with you to ensure that the investment policy statement would operate in accordance with rules set forth to meet ERISA Section 404(c) which requires the plan to diversify investment choices so as to minimize risk of substantial losses. But we also strive to help you strike the right balance in your plan menu design. While our objective is to provide a menu that offers a variety of choices, it’s equally important to avoid overwhelming participants with a lengthy list of duplicative investment options. When structuring a proposed plan investment menu, we first review participant characteristics to effectively develop an effective plan menu that reflects the needs of your plan participants. These needs often range from participants who would rather “do it yourself” to those who prefer someone to “do it for me” with asset allocation or target funds.   Key aspects of investment menu design include: Investment Policy Statement (IPS) Review and recommendations Document preparation, if required Quantitative and qualitative analysis of investment options Investment management fee analysis Review of fund managers and relative historical performance Written executive summary of investment menu recommendations Fund mapping strategy