WEDNESDAY, FEBRUARY 5TH @ 2:00 PM CST
WEBINAR
30 MIN
WEBINAR
30 MIN
ABOUT THE WEBINAR
How 401(k) Fund Changes Can Hide Poor Performance
In this 30-minute webinar, PCI’s Chief Investment Officer, Zachary Allen, CFA, will explore how 401(k) fund changes can obscure poor performance. Zach will offer valuable insights into the traditional tactics used to report investment performance and how they may be concealing subpar results. This knowledge can empower you to make better-informed decisions about your plan’s investment lineup and help get your participants on track for retirement.
Learning Objectives
WE WILL EXPLORE HOW 401(k) FUND CHANGES CAN CONCEAL POOR PERFORMANCE.
#1
A critical component of a good 401(k) plan is an investment lineup that performs well. The returns participants receive from their investments compound powerfully over time enabling them to be on track for retirement.
#2
Traditionally, most fund changes are brought on by an adviser’s decision to replace an underperforming fund with one that has had better recent performance. Most often, advisers stop reporting the performance of that fund once it’s out of the lineup.
#3
Due to a lack of transparency in the traditional approach to reporting, many fiduciaries do not know what is truly happening with their investment lineup. This can lead to advisers evading accountability for poor past fund choices.
#4
You need to know how your plan’s actual investment lineup has performed over time.
PRESENTER
Zachary Allen, CFA, Chief Investment Officer of Pension Consultants, Inc.
Zachary Allen, CFA is PCI’s Chief Investment Officer and President of RetireAdvisers℠.
Zach is a CFA charter holder and sits on PCI’s Investment Committee. Since joining the firm in 2014, Zach has played key roles in several areas of PCI’s business, including Operations, Investment Services, and RetireAdvisers℠.
More Resources
Helping employees get on track for retirement starts with the right oversight. Explore our Resources Hub—built for 401(k) fiduciary committees to help you manage your plan with confidence and deliver real results.
Confident your 401(k) plan is working well for your employees?
With so few employees actually on track for retirement, isn’t it worth looking a little deeper?
Confident your 401(k) plan is working well for your employees?
With so few employees actually on track for retirement, isn’t it worth looking a little deeper?