Investment Analysis

Improve participant outcomes & mitigate risk

Accelerate Retirement uses a proprietary investment monitoring system. It enhances participant outcomes while helping employers manage risks and reduce fiduciary exposure.

Our system includes:

  • A proprietary process that incorporates a comprehensive, quantitative fund Scorecard™ and a thorough qualitative review by our Investment Committee which includes several Chartered Financial Analysts
  • An investment scorecard with an easy to understand, 10-point scoring system
  • Our strategic partnership with RPAG allows us to leverage over $1 trillion in assets under advisement to gain access to key investment personnel to which other consulting firms have limited or no access
  • Access to institutionally priced investment options
  • HSA investment analysis for employers with high-deductible health insurance plans

Related Articles

The $100 Billion Swing Era – Managing Headline Overload

If you think capitalization swings are getting wider and more frequent, you may be right. By the end of October 2025, there were 119 instances of individual U.S. stocks (mainly large technology firms) moving by more than $100 billion in … Read More

Savings Inertia: Moving Beyond the Default

New research has revealed some telling patterns in employee retirement plan contribution rates. According to PLANSPONSOR’s 2025 Participant Survey, nearly 4 in 10 participants said that – when choosing their rate – they simply stayed with the plan’s default setting. … Read More

OMB Poised to Review Proposed Rule on Paper Statements and E-disclosures 

The regulatory follow-through on SECURE 2.0’s paper-statement mandate is now entering its next stage. The 2022 law includes provisions affecting how benefit statements must be delivered. In general, defined contribution (DC) plans will be required to furnish participants with at … Read More

Keep employees engaged & reduce your financial risk