Fund Monitoring Reports

According to a survey by The Pew Charitable Trust, 34% of plan sponsors   said they were “not-at-all familiar” with the fees associated with their 401(k) plan, much less which funds they’re invested in and how they’re performing.

The solution? Comprehensive quarterly fund monitoring reports.

PSI produces fund monitoring reports that include:

  • a summary of broad market returns
  • a listing of the dollar amount invested in each of the plan’s investment options
  • a summary of how each investment option performed according to the monitoring criteria established in the IPS.

If an investment doesn’t meet the monitoring criteria, PSI places the investment on a watch list for the plan and provides recommendations for either continued monitoring or replacement.

If investment option needs to be replaced, PSI will search and identify alternative investment options for the plan sponsor’s consideration.