Since Search401k first became available through Vision® in July 2002, more than 1,400 advisors have accessed the service to compare 401(k) product compensation, expense, and performance information and to request customized proposals.

Now Search401k has introduced SearchPerformance, a tool that makes it easy for advisors to conduct quarterly and annual investment policy reviews for their corporate 401(k) clients.

SearchPerformance ensures that advisors have the tools to protect their clients’ fiduciary responsibility.

SearchPerformance, available at a discount through Vision, includes templates for Investment Policy Statements, dynamic comparative tools to benchmark investment performance against funds in the peer group, and several choices for plan sponsor-ready reports.

To learn more, sign-in to Vision and click on the Search401k link under the “Sales Tools” tab on the My Assets page.

Click to view a sample report.