Retirement plan advisory system

摘要

A method is provided for advisory assistance from an advisor to a fiduciary for qualified retirement plan selection and investment due diligence. The method includes evaluating products and services offered by a plurality of plan providers, reviewing reports provided by the advisor and selecting a plan. In one embodiment, the evaluation includes an analysis of components of each of the products by identifying the components of the plan and providing a measure of the plan provider's style box coverage and best asset class offering across multiple style box categories. The method includes generating a statement outlining a process for selecting, monitoring and evaluating investment options, determining a score for the plan providers' investments based on specific quantitative and qualitative factors, generating reports comparing the investment options within their corresponding products and vetting the selected investment options within a current plan.