Census & Ownership Data FAQ
Compliance Questionnaire Help Guide
Fidelity Bonds for Your Retirement Plan
Fixing Common Plan Mistakes
What if I own multiple companies?
Changing Bank Accounts
Funding Contributions from Multiple Bank Accounts
Viewing Employee Contribution Rates
What if my payroll provider doesn't transmit my data to ERISA for me?
Which payroll providers does ERISA support?
Getting Started as a Plan Administrator
Plan Setup Guide for New Defined Contribution Plans
Terminating a Plan
Who do I contact for support?
Divorce and Retirement Accounts - Qualified Domestic Relations Order (QDRO)
How do I request my distribution?
Required Minimum Distribution (RMD)
How do I know how much is available for a loan?
How to Make Extra Payments on Your Retirement Plan Loan
How to Pay Off Your Retirement Plan Loan
How to Request a Loan
How to Take a Loan from Your Retirement Account
Loan Repayment Requirements
Managing Your Account
Adding a Beneficiary
How do I roll money from another retirement account into my retirement account with ERISA?
Retirement Plan Security Enhancements
Understanding Your Plan's Expenses
Saving for Retirement
Book a Retirement Planning Session
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- Investment Menu
Updated by Chandler Julian
Your plan's investment menu is usually chosen by your plan's investment committee, which normally consists of your employer's company officers, plan trustees, and an investment adviser hired by your plan sponsor.
Most plans offer a diversified menu of mutual funds and other investment vehicles that are designed to give you broad exposure to multiple asset classes. Some plans may work with an investment adviser to construct pre-made asset allocation model portfolios that help make investing in your plan easier.
If ERISA Advisers is your plan's investment adviser, you can see more info about our model portfolios and investment menu here.
You can always see the investment menu for your plan inside your online retirement account and on your participant fee disclosure. Performance data on all the investment options are included on both the website and the disclosure and some additional analytical reports may be published in your account for download.
Let us know if you have any questions about your plan's investment menu and we'll be glad to help, or we can connect you with your plan's investment adviser if it's something that requires their involvement.