Investment Information and Decision-Making Tools for CAP Members

Guideline - Investment information

The CAP plan sponsor should provide plan members with investment information to help members make investment decisions within the plan.

Do your plan members receive the investment information they need to make decisions?

If yes, you can record below how your plan members receive this investment information.
If no, you can record below your plans for how to provide this investment information to plan members.

How does Manulife help you meet this guideline?
Manulife makes a variety of investment information available to plan members, including: - detailed information about each fund available in the plan, including fund reports and rates of return, - general education explaining how different types of investments work, - information about investing in different types of securities, and - glossaries of investment terminology.

TIP - Consider surveying your plan members on their investment knowledge