STEP 1
Start Your Journey
STEP 2
Investment Performance
STEP 3
Plan Fees Performance
STEP 4
Income Replacement
STEP 5
Submit
A performance-driven plan has the potential to be great.

When Good Enough Isn’t Good Enough.

The Problem

As a 401(k) or 403(b) fiduciary, you need to know that your plan’s investment lineup is performing well, the fees paid by your plan are low, and that your employees are on track to replace enough income in retirement. BUT, standard industry practices don’t always give you the full performance picture in these critical areas.

The Solution

A plan that performs in three key areas: Investment lineup, fees paid by the plan, and employee retirement income replacement; measured against objective performance standards. Then, that information should be presented in a transparent, simple, and easy-to-understand format.

You should always have the information you need to be confident your plan is good, and our team can help.

PCI’s performance review process will evaluate your plan’s performance in the three critical areas by looking at your current metrics and comparing that to established objective standards.  Then, we’ll meet with you to present your results and discuss how you can improve.

Gather these forms:

  • Form 5500
  • 408(b)(2) Plan Sponsor Disclosure(s)
  • 404(a)(5) Participant Disclosure
  • Any Participant Investment Change Notices for the previous 3-5 years

Here’s what we need to get started:

Once you start the process do not exit out, or you will have to start over.