MidAtlantic communicates with our clients openly, clearly, and consistently. We are available to meet with each plan’s investment committee on a regular basis, providing information that allows plan sponsors to evaluate both our performance and the performance of their investment options. In addition to our regular communication, we also provide the following information to ensure that our clients have the necessary tools to successfully manage their plan:

  • Monthly alerts (as needed)
  • Quarterly Reports and Recommendations
  • Performance Relative to Investment Category
  • Model Portfolio Performance
  • Plan Demographic Analysis