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As part of this process, the relationship manager can help the plan sponsor establish investment objectives and navigate the asset allocation process.

Relationship managers have access to GEAM's extensive resources for information on market and economic trends that will help the plan sponsor make informed decisions.

Quarterly, the relationship manager and plan sponsor discuss the performance of the plan's investment options over the prior three-month period and review GE's market outlook.

Investment Policy Statement Review Quarterly Investment Review Annual Client Meeting
 
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