Performance Evaluation

To help your retirement plan meet its objectives, DCAdvisors conducts ongoing analyses of your plan investments and retirement plan fees. Your investment policy statement serves as the basis for the ongoing investment monitoring process.

On a quarterly basis – or more frequently if required - DCAdvisors meets with your investment planning committee.

We review the current economic environment and its effects on investment performance. We review individual investment options to monitor compliance with investment policy statement criteria, and to gauge acceptable returns relative to market benchmarks. If an investment manager is underperforming, or achieving results that fail investment policy statement criteria, we provide the due diligence necessary to your committee, and facilitate a conversation on recommended next steps – to continue to monitor or remove from the plan.

In addition, we provide ongoing plan fee reporting and analysis within our performance evaluation process, to help fulfill your fiduciary needs.

In the event an investment manager needs to be replaced, DCAdvisors will lead your manager search, identifying alternative managers for your committee to consider that may better fit your retirement plan requirements.