You Built the Retirement Plan. But Who Helps Employees Understand It?
Industry best practices can be valuable sources of ideas, but they are most effective when evaluated within the context of a plan’s specific goals and participant needs.
Should Your Retirement Plan Offer In-Plan Roth Conversions or Voluntary After-Tax Contributions?
Industry best practices can be valuable sources of ideas, but they are most effective when evaluated within the context of a plan’s specific goals and participant needs.
Why “Best Practices” Still Require Fiduciary Judgment
Industry best practices can be valuable sources of ideas, but they are most effective when evaluated within the context of a plan’s specific goals and participant needs.
Why Performance Chasing Persists – Even When the Data Says It Shouldn’t
This article focuses on the right KPIs fiduciaries should adopt to determine whether the party responsible is progressing toward the goal of getting employees on track for retirement.
PCI’s Case For Fee-Only Compensation: A Better Standard for 401(k) Accountability
In this article, we will review the distinction between fee-only and fee-based compensation advisers. While similar in name, we believe the differences can impact trust, transparency, and accountability—the pillars of strong fiduciary oversight.
Featured, Fiduciary, Investments, News and Updates, Plan Fees, Retirement Readiness
Pension Consultants, Inc.
3 KPIs Needed to Get Employees on Track for Retirement
This article focuses on the right KPIs fiduciaries should adopt to determine whether the party responsible is progressing toward the goal of getting employees on track for retirement.
Only 35% of non-retired adults say they’re on track for retirement—and that number hasn’t meaningfully improved in years. If the 401(k) is the primary tool for retirement savings, shouldn’t it be working better?
Retirement Insecurity Is Hurting More Than Just Savings
When retirement goes off track, financial stress escalates, permeating every aspect of employees’ lives and workplaces. This cumulative effect imposes serious costs on individuals and employers alike.
Evidence Continues to Pile Up: Americans Aren’t On Track for Retirement
Only 35% of non-retired adults say they’re on track for retirement—and that number hasn’t meaningfully improved in years. If the 401(k) is the primary tool for retirement savings, shouldn’t it be working better?
Federal Reserve Releases New Report: Just 35% of Workers View Their Retirement Savings As On Track
The Federal Reserve just released its latest Report on the Economic Well-Being of U.S. Households, and one finding stands out: only 35% of non-retired adults say their retirement savings are on track.
PCI releases 2025 edition of the 401(k) Investment Lineup vs. Passive Scorecard Annual Report
The 10th edition of PCI’s ILPS report analyzes nearly 5,000 defined contribution plans from 2022, comparing active 401(k) investment lineups to all-index benchmarks.
