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As plan assets grow the individual participants have become more engaged in wanting to better understand and
manage their retirement. It is the Plan Sponsors fiduciary responsibility to create the plans Investment
Policy and monitor the plan performance. Therefore insuring the best possible results in the plans performance.
Imaging Technologies has developed completely customizable Web-based solutions to create 401(k)
Investment Policy Reviews. This system allows Plan Providers and Sponsors the ability to quickly create
401(k) Investment Policy Reviews including Financial Reviews, Investment Policy Statements, ability to edit
documents, create performance Fund Scorecards™ and other decision tools to ensure a properly managed plan.
Imaging Technologies also manages the kitting, fulfillment and distribution of all necessary items
needed for financial communications. Through the use of our Internet-based information, ordering
and order tracking systems, plan providers, sponsors and participants can gain real-time control
of their requests. The system is highly automated, eliminating many unnecessary human-intervention
steps and other related errors. The result is a total business process solution that yields cost
savings while maintaining customer service levels at their peak. |
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401(k) Plan Investment Policy Review