OneSuiteSM

A crucial role of a plan fiduciary is to create and monitor an investment lineup that meets the various needs of a plan's participants. With industry regulations ever-changing and marketing fluctuations, this can be an on-going daily challenge.

OneSuiteSM brings together all of the tools necessary to provide you and your clients with a wide array of investment options and fiduciary support services designed to meet the needs of any plan. Learn more about the products and services available in OneSuiteSM.

Pre-screened Investment Options  

Our product and investments team continuously works with investment management firms to research and identify top performing investments. Only investment options that meet our strict criteria are added to our platform. Learn more about our investment selection process and methodology for evaluating investments. A list of current fund families that meet our screening criteria can be found here.

Product Innovation

As a plan provider, we strive to be at the forefront of product innovation. We develop investment options that satisfy a need not readily available in the market. To that end, we have partnered with top-performing investment management firms to offer the following products:

Current Market Information