Employer Benefits

Best-in-Class Investment Approach

As a leading provider of retirement solutions for the engineering industry, we understand that no two sponsors’ needs are ever the same. That's why the Trustees work closely with their investment consultant and service providers to provide an investment solution that meets your needs. A cornerstone of our business has always been to provide a wide range of products—retail mutual funds and self-directed brokerage accounts—that create the best overall investment offering for individual sponsors and their participants. The Trust understands that a truly customized solution helps participants grow retirement assets while also protecting them for their income needs.

Clients benefit not only from our long heritage of being exclusively focused on retirement investing but also from the depth and breadth of our investment team. Hands-on professionals, with an average of 13 years of investment experience, apply a rigorous, disciplined process for selecting, monitoring and evaluating investment options.

Investment Offering

Where available, our investment offering includes a full spectrum of broad, open choice funds with fiduciary support, from accumulation to distribution. Our investment consultant, RBC Wealth Management, strives for best-in-class investment performance by defining success vis-à-vis long-term performance strength, consistent investment philosophy, style consistency and a disciplined risk-management and selection process for all investments. This program provides built-in fiduciary protection.

In addition, we offer mutual funds, self-directed brokerage accounts, as well as fully integrated participant tools such as GoalMakerSM—our premier asset allocation program—and various income replacement products.