As a plan sponsor, you have the fiduciary responsibility of implementing and monitoring a successful investment program for your plan participants.

Through our Investment Management Consulting Group, we will assist you in your fiduciary responsibility by implementing a formal and prudent investment process in the selection and periodic monitoring of your plan’s investment options.

Process

  • We assist in the design of the investment policy, which provides ground rules for the selection of the plan’s investments1, as well as setting criteria for the evaluation and monitoring of the investment options available in the plan.
  • Once an investment policy is approved, we will provide guidance in the selection of the particular investment options.

Monitoring

Once the plan’s investment options have been selected, we provide ongoing support for your investment program, ensuring compliance with laws and regulations. Our quarterly investment options review will:

  • Monitor performance compared to a market index and industry peers
  • Monitor risk statistics and expense ratios
  • Review the plan’s asset allocation
  • Provide recommendations for investment1 replacements, as necessary


For more information, please contact us at 787.754.4005. To manage your account online, you may visit popular.com/401k

1The investment products offered through Banco Popular's retirement plans are not insured by the FDIC, are not deposits or obligations, are not guaranteed by Banco Popular de Puerto Rico or its subsidiaries and/or affiliates. Investment products involve risks, including the possible loss of the invested principal. The content of this material is for informational purposes only and does not constitute tax, legal or accounting advice. Banco Popular de Puerto Rico, its subsidiaries or affiliates, do not engage in the offering of tax, legal or accounting advice. Please request a prospectus and read it carefully before investing.