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Defined contribution (DC) plan menu analytics
Identify ways to improve a DC plan menu with analysis that uses unbiased, third-party data from industry leaders like MPI Stylus and fi360. This analysis may expose gaps that appear in a DC plan menu and make it easier to make adjustments for optimal plan performance.
Target date radar analysis
Comprehensive analysis of target date strategies from Fidelity and top target date providers. Key analysis utilizes MPI Stylus data and includes the evaluation of performance, risk, asset allocation, glide path, and rolling statistics.
ACTIVE MUTUAL FUNDS (FA FREEDOM FUNDS AND TOP PROVIDERS)
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TDF Radar Analysis - Active Multi-Manager
PASSIVE MUTUAL FUNDS (FIDELITY INDEX FUNDS AND TOP PROVIDERS)
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TDF Radar Analysis - Passive Multi-Manager
BLEND COMMINGLED POOLS (FIAM TARGET DATE AND TOP PROVIDERS)
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TDF Radar Analysis -Blend Multi-Manager
Fiduciary score quarterly reports
Get the latest scores for those Fidelity funds that may be a good fit for a DC plan menu. fi360 and RPAG are leading third-party fiduciary screening methodologies in the retirement space.
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RPAG Top Scored Funds as of 09.30.2024
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Comprehensive analysis using a leading third-party fiduciary scoring entity.
Defined contribution plan menu solutions
Resources and tools to help build defined contribution plan menus designed to provide participants with better outcomes.
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Fidelity Investments is not affiliated with MPI Stylus, fi360, or RPAG.
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