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

Participant Corner: Staying Financially Grounded This Season

Participant Corner: Staying Financially Grounded This Season

As the year winds down, it’s easy for spending to ramp up. From travel and celebrations to those endless online deals that pop up in your feed. But even small splurges can add up fast. According to a recent survey … Read More

The New Reality of Retirement | When Competing Priorities Take Over

The New Reality of Retirement | When Competing Priorities Take Over

For many workers today, saving for retirement feels almost bleak. According to the 2025 Goldman Sachs Retirement Survey, 42% of Gen Z, Millennials, and Gen X are living paycheck to paycheck. Almost three-quarters say they struggle to save because their … Read More

IRS Issues Final Regs on Roth Mandatory Catch-ups for High Earners

IRS Issues Final Regs on Roth Mandatory Catch-ups for High Earners

The IRS has finalized regulations under SECURE 2.0 that will impact how certain participants save for retirement. Under this change, employees with prior-year FICA wages above $145,000 will no longer be able to make pre-tax catch-up contributions to their 401(k), … Read More

Keep employees engaged & reduce your financial risk