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.
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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Top Performing Plan Series, Part 3: Unveiling Your Plan’s Performance
In the final segment of our three-part Top-Performing Plan Series, we discussed how important clear and easy-to-understand reporting is to a good retirement plan. We took an in-depth look at industry-standard reporting and how it can fall short. We compared some good – and not so good – reports. Finally, we talked about how to put all the information you gather together and determine if your plan is truly performing to the right standard. View part three below!
Top Performing Plan Series, Part 2: Measuring Your Plan’s Performance
In part two of our three-part webinar series, we took a deeper dive into the performance standards that help fiduciaries understand how their plans are truly performing: Investment Lineup Performance, Plan Fees, and Employee Retirement Readiness. We also explained how you can better understand plan performance in these areas. View part two below!
Top Performing Plan Series, Part 1: Do you have CONFIDENCE in your retirement plan?
In part one of our three-part webinar, Pension Consultants, Inc. Director of Sales, Todd Hughes, JD, discusses how transparent measurements against objective performance standards can increase your confidence that you’re providing your employees with a top-performing retirement plan.
You’ll gain valuable insight into:
• What it means to have REAL confidence in the retirement plan you provide
• What makes a TOP-PERFORMING plan
• What OBJECTIVE performance measures you should use to analyze your plan
Want to learn more about how you can provide a top-performing retirement plan? Visit our blog HERE!
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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:
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.
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.