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How 401(k) Fund Changes Can Hide Poor Investment Performance

Hosted by Zachary Allen, CFA, CIO at PCI, this webinar discusses how 401(k)’s investment reports can obscure poor performance. Zach offers valuable insights on spotting the traditional tactics used by advisers to conceal subpar results.

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Where Retirement Plan Fees Hide (and Why It Matters)

When discussing retirement plan fees, we often focus on recordkeeping costs or advisery services. While these are important, they represent only a portion of the total cost structure. In reality, fees within a retirement plan can be complex and, at times, difficult to identify. Understanding where these fees exist, and

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From Compliance to Outcomes: How the Best Retirement Committees Think

Why Committee Mindset Matters Most retirement plan committees meet several times a year, review reports, and approve recommendations. Yet many operate without a clearly defined objective beyond maintaining the plan.  Under ERISA, fiduciaries are required to act in the best interest of plan participants. In practice, however, committees approach this responsibility very

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