Investment Information and Decision-Making Tools for CAP Members

Guideline - Investment advice

In addition to providing investment information and decision-making tools, a CAP plan sponsor may choose to enter into an arrangement with a service provider -- or refer the members to a service provider -- who can provide members with advice about investment decisions.

Do you make investment advice available to plan members?

Yes     No

Include any other selection criteria you used to select the investment advice service provider(s) that you use for your CAP.