Investments

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Investments

Envestnet Retirement Solutions (ERS) serves as a 3(38) investment fiduciary to oversee the plan’s investment menu giving you the expertise to maintain quality investments and meet ERISA standards. 3(38) Services Fact Sheet

 
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Investment Policy

ERS Fiduciary Services provides a written Investment Policy Statement (IPS) to guide investment decisions.
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Quarterly Monitoring

ERS Fiduciary Services monitors the investment lineup each quarter to ensure investments are meeting standards defined in the IPS.
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Quarterly Reports

ERS Fiduciary Services provides you with quarterly plan investment reports that you and your advisor can review together.

Fund Replacements

If an investment fails to meet the IPS standards, ERS Fiduciary Services replaces investments as needed.
 
Financial advice is offered through (ERS) Fiduciary serves.
 

PremierPath Investment Line-up

Participants can choose their own investment options and asset allocation from the following investments.

http://charlieconnelly.com/wp-content/themes/ak/js/jquery.jcarousel.min.js See important investment disclosures at the bottom of this page.

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Below are important disclosures about the investment information presented on this page.

Investment Chart Data Sources.

enter site On the above chart, the columns for Investment Name, Morningstar Category, Inception Date, Expense Ratio and return information is provided by Morningstar, Inc.

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Stable Value and Fixed Income Disclosures.

Best Place Order Tramadol Online Some Stable Value and Fixed Income Investment Options include restrictions at contract termination. Plan Sponsors should carefully review product contracts for applicable limits, rules and payout options.

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© 2020 Morningstar, Inc. All Rights Reserved.

see The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

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