Step 1:
Order the 401k PRISM Report Card by submitting your
401k data to our secure server. 401k PRISM will compare and rank your
funds with other 401k plan fund
offerings through
our inter- nal comparison database. 401k PRISM
compares three perfor-mance, three risk, and four
statistical categories to generate the overall 401k
PRISM Report Card. A detailed 401k PRISM-Report
Card is
then emailed
within 48hrs.
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Step 2:
If the 401k PRISM Report Card results of your current
401k plan are less than stellar, the 401k PRISM Analysis
Report will provide a specific, thorough and objec-tive
analysis of each fund in your plan. Based on your
criteria selection for fund performance, 401k PRISM
Analysis Report identifies troubled funds. 401k
PRISM Analysis Report can be used as annual service
docu- mentation for your Plan Due Diligence and
maintenance of your fund selections. In addition,
401k PRISM Analysis Report
can be included as a
reference
item in your
Investment
Policy
Statement. |
Step 3:
Click the specified buttons below based upon your
perception of the results from the 401k PRISM Report
Card and/or 401k PRISM Analysis Report to see your
options.
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