Plan Fee Mistakes – FiduciaryNews Coverage

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.

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Free lunch? We don’t think so

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.

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Pension Consultants Hosts Annual Pension Focus Conference

 

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!

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Webinar: Top-Performing Plan Series, PT. 3 Registration Open

 

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

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The Top Five Reasons to Attend Pension Focus Conference 2018

 

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:

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Do Your Plan Fees Outperform?

 

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:

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Webinar: Top-Performing Plan Series, PT. 2 Registration Open

 

 

 

 

 

 

 

 

 

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

2018 Pension Focus Conference: Topics Preview

 

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.

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Does Your Investment Lineup Outperform?

John Wooden once said “Don’t mistake activity with achievement.”  Sadly, in the retirement plan industry, activity-based metrics have been the norm for measuring a plan’s success.  Don’t be fooled, activity-based metrics don’t equal plan performance achievement.  The actual performance of the plan is critical to having confidence you’re providing a good plan for your employees.  Confidence can be attained by knowing you have a top-performing plan.

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Webinar: Top-Performing Plan Series, PT. 1

 

Move beyond the charming smiles of your vendor relationship managers, the flashy website tools, and the memorized ERISA bullet point items that begin each retirement plan committee meeting. As a fiduciary, you want real confidence that you’re providing a top-performing retirement plan for your employees.

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