What does the process look like?
ERISA is a law based on “process.” The PGI™ metric Process of Investing is designed to provide a broader standard beyond the prevalent practice of evaluating investment performance and associated fees, which is necessary but may be insufficient from a prudency perspective for a Plan Fiduciary.
There are three areas of concentration: Process of Investing, Plan Administration, and Participant Outcomes
We gather the necessary documents, have the Plan Sponsors answer some survey questions and then input our findings to get you your PGI™ score.