Investment Selection

Selecting the right mix of investment options for your organization is one of the most important steps in designing your retirement plan. Not only are you satisfying regulations outlined in ERISA Sec. 404(c), but you are also providing the vehicle with which your participants will build their retirement nest egg.

At SMITH HAYES, we make choosing the right investment vehicles for your retirement plan a joint effort. We work in conjunction with you to examine thousands of investment options available, narrowing the field to those you feel are best suited for your plan. During the selection process, we review investment objectives, investment performance, manager tenure, operating expenses, volatility and many other aspects of the potential investment options.

Our commitment to working with you in the investment selection process translates into a retirement plan of which you, as an employer, can be proud.