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Retirement’s Evolving Landscape: A Recap of 2023’s Key Developments

As we turn the page on 2023, in our latest article, we looked back at some of the industry-defining news that made its mark on the retirement world in 2023. Read on for our top stories of the year.
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Participant Managed Account Fees are Expensive and Add up Over Time

For a fiduciary committee responsible for assessing a plan's costs and prioritizing participants' best interests, every fee carries weight. With managed accounts, the extra charges can be a substantial detriment to participants’ retirement readiness.
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Mind the Red Flags: Unraveling the Customization Claims of 401(k) Participant Managed Accounts

401(k) Participant Managed Accounts are Not as Customized as Sellers Would Make It Seem. It is our view that, under the best circumstances, managed accounts offer true benefits to only a few plan participants who have specific and unique circumstances. However, for the majority of participants, these accounts are likely
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Managed Accounts Lack of Performance Benchmarking is a Red Flag You Shouldn’t Overlook

Over the last several years, there has been a growing trend of plan advisers and recordkeepers aggressively selling Participant Managed Accounts in employer-sponsored retirement plans.
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Overseeing a 401(k) Plan Bound for Retirement Island? Don’t Forget the SPD

PCI takes a deeper look at one critical, yet often overlooked, resource that can help 401(k) fiduciaries feel comfortable and confident navigating the rules of their retirement plan.
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Take Care of Your Employees – Even When They Are Gone

The recently launched Portability Services Network (PSN) is one potential solution. (link to PSN website) The PSN is a digital hub connecting retirement plan record keepers and plan sponsors aiming to reduce cash outs by introducing auto portability for employees leaving their job with a balance under $5,000.
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PCI Named on NAPA’s 2022 Top DC Advisor Multi-Office Firms List

Pension Consultants, Inc. is excited to be featured on NAPA’s 2022 ‘Top DC Multi-Office Advisor Teams’ ranking! Based on the asset sizes of those who submitted to be included on the list, we are very proud to be among the top 20 advisers in the nation and the largest DC
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SECURE 2.0: Everything Retirement Plan Fiduciaries Need to Know

Congress just passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2022. . There are many provisions in the new legislation relating to employer plans that fiduciaries should be aware of. Here are the key takeaways you should keep on your radar...
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PCI Recently Featured in RPA Convergence, “RPA Plan Pricing Is in Dire Need of a Refresh”

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NEW EVENTS ADDED! Chris Thixton, QPA, C(k)P® Leads Fiduciary Training with TPSU

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The Strange Truth About Wine and Advice – Brian Allen, CFP® Latest in InvestmentNews RPA Convergence

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Withdrawing 401(k) Funds After Retirement Is Not The Problem: Here’s What Is

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NEW EVENTS ADDED! Chris Thixton, QPA, C(k)P® Leads Virtual Fiduciary Training with TPSU

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Pension Consultants, Inc. Named on NAPA’s Top DC Advisors 2020 List

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Is Your 401(k) Plan Adviser Costing Employees Retirement Money? – Brian Allen, CFP® in Advisors Magazine

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5 Signs It’s Time to Break up with Your Financial Advisor – Founder and Chairman Contributes to Money.com

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