Research Tools

Investment Due Diligence Reports Reports

National Retirement Partners provides a comprehensive investment analysis by utilizing multiple tools, including Zephyr's Style Advisor, one of the most robust investment analytical tools available.

Industry Reports

These comprehensive reports compare client plans to others in the same industry and asset size.

Newsletters

Complete Pension Services, Inc. produces a quarterly newsletter to help educate plan sponsors about recent changes in the financial industry.

Industry News

Here you can find all the latest news stories and articles related to the retirement planning industry.

Plan Sponsor Self Assessment

Self Assessment is intended to assist a Plan Sponsor in analyzing how well their organization addresses the prudent practices which comprise a Global Fiduciary Standard of Excellence and to assist Investment Stewards in improving their long-term investment performance.

Investment Links

Links to other websites with helpful retirement information.