Business 401(k) Services / 401(k) Plan Optimization
Fund Lineup Checklist
Quickly audit your fund lineup with this checklist
Are the funds in your retirement plan’s lineup built to withstand market volatility? Use our Fund Lineup Checklist to spot red flags and improve your fund lineup. Download the checklist to:
- Identify Opportunities to Improve the Fund Lineup
- Evaluate if You Have a Good Balance of Risk and Return
- Find Potential For Lower Costs and Eliminating Unnecessary Fees
Download the to learn to spot red flags and improve your fund lineup.