If you’ve been following along with our Top-Performing Plan blog series, or you viewed our three-part webinar series, you know that we believe that it’s essential for the retirement planning industry to hold itself to objective performance standards. They’re essential to help you, the fiduciary, understand exactly how your plan is performing.
There is a broad discussion taking place – from advisors to news and information outlets – on how fiduciaries can gain and maintain confidence in their plan, get the best performance for their employees, and avoid making mistakes with costly, sometimes legal, repercussions. Pension Consultants, Inc. is excited to be at the forefront of that conversation, leading the push for objective performance standards and absolute transparency in retirement plan management.
Investment performance seems like a simple thing to accomplish, right? Simply buy low, and sell high -easy.
But it gets a little confusing, and more complicated, when things like asset classes, risk, investment account types (IRA, Roth, 401(k), qualified, non-qualified, etc.), and investment vehicles (mutual fund, ETF, stock, bond…) all come into play.
Every year Pension Consultants, Inc. proudly sponsors Pension Focus Conference, hosted at the Chateau on the Lake in Branson, Missouri. Pension Focus Conference has a long-standing reputation for successfully providing fiduciary and plan sponsor audience members an outstanding educational experience that they can apply in their everyday roles. This year was no exception!
Join us for the final presentation in our Top-Performing Plan webinar series, Unveiling Your Plan’s True Performance!
Tuesday, May 15 | 1:30 PM CST
As a fiduciary, you want confidence that you’re providing your employees with a good retirement plan. And, we know that a good plan is a top performing plan wherein 1) the investments outperform, 2) the plan fees are low, and 3) the employees are better prepared for retirement.
Pension Focus 2018 is just around the corner, but there’s still time for you to register! Pension Consultants, Inc. is proud to sponsor Pension Focus each year because of the outstanding education conference speakers provide to fiduciaries and plan sponsors and the opportunity for hands-on performance-focused learning.
Want to know why we think YOU should attend? Check out our top 5 countdown:
The increased number of 401(k) lawsuits over the past several years has shaken fiduciary confidence. Most of the litigation involves claims of excessive plan fees. However, a fiduciary can keep their confidence steady by ensuring they’re providing a top-performing plan. As a reminder, a top-performing plan is one where:
Join us for the next webinar in our Top-Performing Plan series, Measuring Your Plan’s Performance!
Wednesday, April 18, 2018 | 1:30 pm CST Continue reading
There’s still time to register for the 2018 Pension Focus Conference, sponsored by Pension Consultants, Inc.! This conference is designed specifically to educate retirement plan sponsors and fiduciaries working with corporate sponsored retirement plans, helping them deliver a top-performing plan.