Maintaining a CAP

Guideline - Reviewing investment options

The CAP plan sponsor should establish criteria for the periodic review of each of the plan's investments.

Have you established criteria for reviewing your plan's investments?

If yes, you can record your criteria for reviewing your plan's investments below.
If no, you can use the investment review checklist provided to help you get started. (Investment review checklist)

How often do you evaluate your plan's investments?

Action taken after last review

TIP - Use Manulife's i-Watch reports to review investments. I-Watch reports are available for all standard Manulife investments in the plan. Review Manulife's Compliance Statement