Charles Schwab Corporate Services has introduced a new monthly report for retirement plan sponsors to monitor the investments in their plans.

Called the Fiduciary and Investment Reporting Package, the report is designed for SchwabPlan and SchwabPlan Select plan sponsors. Sponsors will be able to monitor fund performance based on criteria established in each plan’s investment policy statement (IPS), according to Schwab. The report will also include plan asset allocations and trend data, market commentary, retirement plan industry data and fund summaries.

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