Plan Sponsor Services

As an independent ERISA 3(38) fiduciary, RTD takes on the highest level of fiduciary responsibility and was an early adopter of this standard as evident by our Center for Fiduciary Excellence (CEFEX) Designation.  We alleviate plan sponsors from the risk of selecting, monitoring and replacing plan investments.

Investment Services by RTD Investment Policy Committee

Mutual fund analysis and objective selection
Best-in-class, low cost funds
Actively-managed asset allocation portfolios
Periodic share class review
Formalized “watch list” process
Documentation of fund replacement selection
Detailed commentary on plan investments
Quarterly investment monitoring reports