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Answering this question must include an examination of an organization's employee base and an understanding of typical participant behavior to help keep complexity in check. Identifying investments that work well in combination while acknowledging the different objectives of a diverse participant group forms the basis for our recommendations. Our approach goes beyond an investment's rankings and style to understand the appropriateness of the offering and the return potential. Recognizing that fees and expenses erode a participant's long-term savings, we work closely with plan administrators to negotiate expenses and share class availability. Designing an investment line-up may include custom model portfolios or managed accounts to help simplify the participant decision-making process. Applying an institutional due diligence process and documenting policies and roles adds to a fiduciary management practice designed specifically for each organization.