SELECTING:
We make specific recommendations to the plan’s fiduciaries as to which mutual funds or investments are appropriate for the plan and plan participants. Our goal is to eliminate fiduciary fear while offering participants a broad fund selection. The criteria for inclusion includes:
•  No loads or commissions
•  Superior fund performance relative to
    index (S & P 500, Russell 2000, etc.)
•  Superior fund performance relative to
    peers for the majority of 1-, 3- and
    5-year trailing periods
•  Below-average fund operating expenses