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How we screen for mutual fund offerings

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Andie HartwigWith about 7,000 mutual funds in the United States, the prospect of choosing funds that fit your needs can be a little overwhelming, if not intimidating. Where does one start?

To ensure the quality of our retirement savings programs, Member Benefits has a committee of staff members who regularly review our investment options. They select and monitor mutual funds through a screening process that considers relevant asset class, manager tenure, volatility, fees, and performance compared to fund peer groups. By paring down the selection of options for you, it’s easier to build your portfolio.

To see our investment lineup, go to weabenefits.com/investments.

Andrea Hartwig, Financial Planner