GSAM has teamed up with Morningstar Advisor Workstation, including the Defined Contribution Plan analysis module, to offer the service.
According to a news release from GSAM, some of the key features of this tool help financial advisers to:
- compare a retirement plan’s current investment line-up to a proposed line-up by analyzing retirement plan-level statistics;
- ensure consistency with the investment policy statement;
- view style diversity, consistency, risk and return, and category performance scores for entire plans and individual funds in one process;
- show fee and fund expenses to outline a plan’s overall costs.