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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.
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Comprehensive analysis using a leading third-party fiduciary scoring entity.
Need a custom report? Email us at FidelityAdvisor@fmr.com or Schedule a Meeting.
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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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Fidelity delivers the attention, responsiveness, and dedicated support necessary to manage your client's assets the way you demand. It's this commitment that gives you the assurance that you can count on Fidelity.
View Your Fidelity Team- Fidelity Investments is not affiliated with MPI Stylus, fi360, or RPAG.