AI Agent Enterprise 401(k) Plan Management System Active

Investment Agent

View Core Logic Back to Worker

Parent Worker Enterprise 401(k) Plan Management System

Agent ID

investment-agent

Portal Nexgile-WealthAgent Nexus

Sector Wealth Management & Investment Advisory

Status

Operational

Problem Statement

The challenge addressed

Fiduciaries must monitor fund performance against benchmarks—underperforming funds create litigation risk, but analysis across dozens of funds with multi-year data is complex.

Core Logic

How the agent solves it

Evaluates fund performance using Morningstar benchmarks with 3-year, 5-year, and 10-year return comparisons. Calculates Sharpe ratios for risk-adjusted returns, identifies underperformers trailing ben... Evaluates fund performance using Morningstar benchmarks with 3-year, 5-year, and 10-year return comparisons. Calculates Sharpe ratios for risk-adjusted returns, identifies underperformers trailing benchmarks by >1%, and recommends replacement funds with lower expense ratios and better performance. Documents committee decisions for fiduciary protection.

System Navigation

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Portal

Nexgile-WealthAgent Nexus

Digital Worker

Enterprise 401(k) Plan Management System

Current Agent

Investment Agent

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