Investment Flexibility

In order to comply with ERISA fiduciary obligations, plan sponsors face the challenge of providing diversified investment menus and asset allocation capabilities to participants.

Now more than ever, plan sponsors are more cognizant of the need to have scrutinized and monitored investment options with multiple investment managers. To achieve this, it is recommended that employers strongly consider utilizing a platform provider that offers an unbiased selection process and open architecture investment flexibility.

The SDAdvantage Investment Philosophy

While our organization has the ability to offer a wide range of nationally known bundled and unbundled retirement plan service providers, many come with some degree of administrative and investment inflexibility. In reaction to this potential dilemma, we developed the SDAdvantage Retirement Plan Platform with total investment flexibility and unbiased advice in mind. With over 3,700 mutual funds available on our platform, we have the capability to construct investment menus to objectively address plan sponsor needs.

Through our investment due diligence process, we perform regular and extensive research on the universe of fund options available to ensure that our clients are aware of the top performing alternatives based upon an established investment policy criteria for the plan.