Download Your Fund Lineup Checklist

Download Your Fund Lineup Checklist

Click the link below to download the Fund Lineup Checklist.

Download the checklist

Quickly Audit Your Fund Lineup

Are the funds in your retirement plan’s lineup built to withstand market volatility? Use our Fund Lineup Checklist to spot red flags and improve your fund lineup. Download the checklist to:

Identify ways to improve the fund lineup

Evaluate if you have a good balance of risk and return

Find potential for lower costs and eliminating unnecessary fees