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FOR HOME OFFICE AND ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.
2. Robust Investment Universe
Our SCORE methodology and fiduciary services capabilities offer you and the plans you advise a robust
universe of investment options. Thanks to our robust evaluation of over 120,000 investment options that we
monitor on a quarterly basis and relationships with all of the largest recordkeepers, we may be able to retain
current investment options that we find suitable in plans moving to our fiduciary services.
4
Ongoing Monitoring
& Action
Quarterly reporting showing
you and your client our score
of the plan's options and
changes we made within
the plan
Retirement SCORE
Disciplined, rigorous
process for evaluating
investment options.
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Service Provider
Integrations
We allow integrations with
nearly any recordkeeper or
other service provider
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Style
10%
Cost
10%
Organization
10%
Risk
35%
Execution
35%
S
C
O
R E
1. Retirement SCORE
Our Retirement SCORE methodology has been built to provide a disciplined and systematic process
for investment selection and monitoring. It evaluates all plan-designated investment alternatives in
each peer group and prioritizes investment options based on the following criteria:
Robust Investment
Universe
Our Retirement SCORE
methodology allows us to
monitor and evaluate over
120,000 investment options
on a quarterly basis.
2
Partner Every Step of the Way
Whether you are a retirement plan expert or looking to advise on your first plan, our team and technology are
here to help you win business.
20250805-4709336
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