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Investments/Fiduciary |
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Having appropriate investments in the plan is one of the most important aspects of running a successful corporate retirement plan. American Pensions strictly adheres to the principles of the Prudent Man Rule. We are 100% revenue neutral, free of obstacles to your success.
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Fund Selection |
We
focus on a three stage system, beginning with a
strict quantitative screen eliminating
inappropriate asset classes and fee structures.
Then focus on a qualitative screening
(stewardship, stability, relative returns). And
end with a final selection of managers
considering investment philosophy, growth and
return attribution. |
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Monitoring & Rating |
Using industry best practices, we developed a
comprehensive monitoring system, documented by
an investment policy statement, and “fund
barometer” to help you make informed investment
decisions. |
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Ongoing Reporting |
We
keep you up to date on how your plan’s
investments are performing with clear and
concise periodic reporting. |
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Advice & Education |
We
will oversee your fiduciary meetings, presenting
data and recommendations in person. In addition,
employee meetings can be tailored to fit your
needs. |
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Managing Fiduciary
Responsibility |
We sign on as a fiduciary to the plan with respect to the investments.
With our
experience and credentials we are
prepared to share the fiduciary role with your
company. |
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A fiduciary must act "with the care, skill,
prudence, and diligence under the circumstances
then prevailing that a prudent man acting in a
like capacity and familiar with such matters
would use in the conduct of an enterprise of a
like character and with like aims." ERISA Prudent
Man Rule |
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