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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  Faith-based organizations looking to offer retirement benefits to employees face decisions that secular employers do not, including whether their retirement plans are subject to ERISA. To aid the decision-making process, the Department of Labor (DOL) issued guidance in April … Read More

Retirement Expectations vs. Reality: What Workers May be Getting Wrong

Retirement Expectations vs. Reality: What Workers May be Getting Wrong

  The 2026 Employee Benefit Research Institute (EBRI) and Greenwald Research Retirement Confidence Survey (RCS) finds a widening gap between what workers expect retirement to look like and what retirees actually experience, particularly around retirement timing and working for pay. … Read More

Proposed DOL Rule Includes Safe Harbor for Those Weighing Plan Investment Options, Including Private Market Exposure

  In March 2026, the U.S. Department of Labor (DOL) proposed a rule related to fiduciary prudence under the Employee Retirement Income Security Act of 1974 (ERISA). The proposed Fiduciary Duties in Selecting Designated Investment Alternatives rule clarifies fiduciary obligations … Read More

Keep employees engaged & reduce your financial risk