Fiduciary Resources
3 1⁄2 Top Yet Uncommon
Tips to Level Up Your 401(k) Investment Lineup
When you are a part of a fiduciary committee, you have a lot of responsibilities on your plate. One of the most intimidating, yet vital, duties you have is selecting and monitoring the investment lineup of your retirement plan.
You must confidently know if your plan’s investment lineup decisions are the right ones to help your participants’ retirement readiness.
That’s why we put together the 3 ½ top, yet surprisingly uncommon, tips that can help your investment lineup reach its potential.
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Small improvements in your plan’s investment lineup’s performance can significantly impact the retirement readiness of your plan’s participants.
PCI Founder, Chairman, and CEO, Brian Allen, CFP® discusses how fiduciary committee decisions can greatly impact plan’s investment performance.
Results from PCI’s ILPS Report Finds More Than 60% of 401(k) Plan Investment Lineups Underperform All-Index Lineups
PCI’s 401(k) Investment Lineup vs. Passive Scorecard answers the question ‘Do 401(k) investment lineups outperform all-index lineups?’
The Secret Role Manager Selection Plays in 401(k) Plans
PCI holds a unique position that the added investment performance from successful manager selection makes a significant difference to participants’ ability to retire. When returns from active managers outperform index benchmarks, the participants receive that added value in retirement readiness. Contrarily, participants pay when investment managers underperform.
Investment Returns Matter: How Fiduciary Committee Decisions Impact Retirement Readiness
Fiduciary committees have many important obligations to their participants. Among those, selecting and monitoring your plan’s investment options is one of the most vital. In our latest blog, we take a look at how committee investment decisions can impact participant retirement readiness.