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

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Keep employees engaged & reduce your financial risk