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.
How to Run a Smarter 401(k) Adviser Search: Start With the Right RFI
Most retirement plan committees approach an adviser search the same way: they jump straight into a formal Request for Proposal (RFP), distribute a lengthy questionnaire, and wait for polished responses to come back. On the surface, this process appears thorough and objective. In practice, however, it often produces the opposite
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.
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.