Investment Information and Decision-Making Tools for CAP Members

Guideline - Investment decision-making tools

The CAP plan sponsor should provide plan members with decision-making tools to help them make investment decisions within the plan.

Do you provide plan members with investment decision-making tools?

If yes, you can record below what investment decision-making tools you provide plan members with.
If no, you can record below your plans to provide plan members with investment decision-making tools.

How does Manulife help you meet this guideline?
Manulife provides a variety of tools to help plan members make informed decisions about their plan and investments, including: - Investor Strategy Worksheet - helping members determine their investor style and select appropriate funds. - Personalized messages on statements - alerting members if their current asset mix doesn't match their identified investor style. - Access to Financial Education Specialists - providing investment education to plan members through a toll-free number.- Manulife's Steps Retirement Program TM - including a retirement goal setting tool to help members determine an annual retirement income goal and track their progress.