Investment Solutions Builder will allow RIAs who specialize in retirement plans to build and manage a plan’s core fund lineup from more than 1,000 options, says Nationwide. In the process, RIAs can see all available fund options in the program and filter them based on asset class category and other selected performance criteria, access detailed fund information such as performance, ratings, fees and risk measure, and establish and change fund investment lineups in real-time or up to 90 days in the future.
Nationwide says the technology also provides integration of asset allocation models into the participant enrollment materials, websites and statements, creating efficiency for both the RIA and plan participants. No additional charges apply to the RIA, plan sponsor or participants when using Investment Solutions Builder.
