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Retire Tool(K)it Brochure


RetireTool(k)it is a first-of-its-kind, web application that enables advisors to quickly and easily meet the demands of today’s customers.

RetireTool(k)it provides advisors, brokers, and TPAs with a open architecture tool that delivers an end-to-end solution, from fund selection and monitoring, investment policy statements to plan proposal materials .

RetireTool(k)it sits in front of a robust investment research engine, providing the advisor with a tool that helps with the investment selection process. Quarterly Fund Performance Reporting is available to assist with ongoing due diligence and monitoring. The process begins with asset class and fund selection mandates for the plan, which provides the recommended selection of qualified investments from the universe of more than 18,000 available funds. Once the funds have been selected, RetireTool(k)it creates plan proposal and Investment Policy Statement (IPS).

Once the funds have been selected for the plan, Matrix provides quarterly monitoring reports consistent with the criteria established in the IPS. Lastly, and due to Matrix’s relationships with independent recordkeepers, RetireTool(k)it provides an annual plan review that summarizes both plan and participant level data as well as fund performance data in a professionally, privately labeled and customized bound report that has historically been unavailable in an open architecture environment—until now.

Highlights of RetireTool(k)it include:

  • Rational Open Architecture
  • Fund Selection
  • Investment Policy Statement
  • Point-of-Sale Material
  • Annual Plan Review
  • Core Fund List
  • Quarterly Fund Performance Reports