Demonstrate Fiduciary Level Review of Costs
Our clients view their CEM benchmarking analysis as the best tool available for ensuring
that an appropriate high level fiduciary review is done and documented. The analysis takes
key cost drivers into account, it includes detailed cost, performance and risk comparisons,
and it is based on carefully scrutinized and cleaned input data to ensure valid conclusions.
Target Date Fund Analysis
CEM has the definitive analysis on target date funds.
In particular costs because we adjust for asset mix and indexing differences.
Given how important target date funds has become in DC plans, this alone is why
some clients buy our report.
Manage and Reduce costs
Many have successfully negotiated lower fees and costs with
external managers and recordkeepers.
Support for Changes to Plan Design and Investment Programs
Our report provides external validation of what others are
doing, which can
be invaluable when trying to get buy in from your stakeholders to make changes to your
investment programs
and plan design.
Demonstrate On-going Monitoring of your Investment Options
Research insights are a big part of CEM’s value proposition. We
regularly produce research insights. Leverage our global industry expertise to find out what
others are doing.