Guidance. Investment Advice. Education. Fiduciary Responsibility. Diversification. Asset Allocation.
Today, more than ever, these topics demand attention of plan providers, employers, and participants, alike.
The subjects can be difficult; the unknowns, many. Despite uncertantie, however, there is a constant. In
today's volatile financial markets, plan participants need tools to help them navigate through the difficult
savings and investment decisions required for their qualified plans.
MasteryPOINT GP (Guidance Plus™!) provides these tools. Based on MasteryPOINT's popular
participant education software, GP takes participants to a new level of understanding and
knowledge while providing low cost "guided near advice."
GP has four objectives:
- To come as close as possible to providing investment advice to participants without crossing
the fiduciary boundary. In other words, to provide guided near advice.
- To provide that guided near advice in a cost-effective manner.
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- To make education simple and enjoyable for plan participants.
- To simplify the deployment process for Plan Providers.
Guidance PlusTM utilizes sophisticated portfolio optimization and Monte Carlo simulation
techniques to help participants determine the best savings rate and investment mix for their
specific situation without the high cost and complexity inherent in many other systems.
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