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Investment Insight and Oversight

Plan sponsors have a responsibility to offer investments that meet diverse employee needs and goals, no matter what the economic climate. Employees want understandable investments and help making investment decisions. Gateway’s services are designed to address both sets of objectives.

  • Conduct investment due diligence review
  • Develop investment policy statement and practices
  • Fiduciary monitoring
  • Assess fees and expenses
  • Recommend investment menu
    • Default investment option
    • Guaranteed income for life investment option
  • Provide investment advice

 

How We Evaluate and Score Mutual Funds

 

Please Send or Email Me More Information About Investment Insight and Oversight

 
Fiduciary Briefcase
Investment Insight & Oversight
Fiduciary Training and Education
Improving Participant Outcomes
Plan Benchmarking