Diligence done

PlanAnalytics has developed the SearchPerformance Investment Policy Report, which is said to enable advisers to effectively benchmark and document the investment due diligence performed for plan sponsors.

Advisers have responsibility to their clients, according to PlanAnalytics, just as plan sponsors have a fiduciary responsibility to participants. The tool is said to provide benchmarking and clear communications to help reach that goal. SearchPerformance also offers:

• analysis and documentation,

• custom format options, and

• opportunity to open more doors for discussion.