INVESTMENT DUE DILIGENCE

Market volatility makes it critical for retirement plan sponsors and fiduciaries to develop and maintain investment

due diligence procedures and supporting documentation. Patriot Pension Advisors will work with the retirement plan committee to develop and maintain the plan's investment strategy, which is codified in an investment policy statement. This investment policy statement is used as a guide to evaluate your current investment offerings, measuring them against applicable indices and the broader universe of investment options. The intended result is confidence that your plan's investments are diversified, well managed, and meet the stated objectives of your investment policy statement.

Patriot Pension Advisors, a National Retirement Partners member firm, provides this comprehensive analysis by utilizing multiple tools, including Zephyr's Style Advisor and Morningstar Advisor. Each investment is evaluated by more than a dozen different and objective analytical measurements. Performing this analysis on a regular basis is essential to documenting compliance with Department of Labor guidelines and potentially minimizing exposure to fiduciary liability.