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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
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
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.
As a fiduciary, what you want most is confidence that you’re providing your employees with a good retirement plan. And, we know that a good plan is a top-performing plan. Makes sense. But many fiduciaries have no idea whether their retirement plan is a top-performing plan! Clearly, there’s a problem.
As a fiduciary overseeing an employer-sponsored retirement plan, what do you want? Protection? Good customer service from your vendors? An easy-to-navigate retirement plan website? Education for your employees?
A previous blog released by Pension Consultants, “DOL Fiduciary Rule is Here – Are You Prepared?” communicated that the Department of Labor’s (DOL) Conflicts of Interest Rule (also known as the Fiduciary Rule) would be implemented on June 9th of this year. However, On November 27th, 2017, the DOL announced the Final Fiduciary Ruling will be delayed until July 1st, 2019. Continue reading