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 the NFP Retirement Investment Committee which includes several Chartered Financial Analysts
  • An investment scorecard with an easy to understand, 10-point scoring system
  • Our strategic partnership with NFP Retirement & RPAG, which allows us to leverage over $400 billion 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

Important Changes to Audit Process

 There are significant changes to the audit process, which are effective for plan years ending on or after December 15, 2021 (i.e., plan audits performed in 2022).  Statement of Auditing Standards No. 136 (“SAS 136”) now requires plan management (i.e., … Read More

Survey Says… What’s Your Take on Financial Wellness Programs?

A recent comprehensive TIAA survey of financial wellness plan participant perceptions may be helpful to plan sponsors who have, or are considering implementing, a wellness plan for their employees. Employees’ definition of financial wellness varies considerably: “having the means to … Read More

Every Plan should have a Committee Charter and Here’s Why

Although not legally required by ERISA, a retirement plan committee charter is a very important document for plan governance that may help fiduciaries avoid potential liabilities. Committee Charters are one effective way to “evidence” intent of prudent plan management. Having … Read More

Keep employees engaged & reduce your financial risk