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.
More Fiduciary Insights
What’s On the Menu?
Make Sure You’re
Well-Informed
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.
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.
Where Retirement Plan Fees Hide (and Why It Matters)
When discussing retirement plan fees, we often focus on recordkeeping costs or advisery services. While these are important, they represent only a portion of the total cost structure. In reality, fees within a retirement plan can be complex and, at times, difficult to identify. Understanding where these fees exist, and
From Compliance to Outcomes: How the Best Retirement Committees Think
Why Committee Mindset Matters Most retirement plan committees meet several times a year, review reports, and approve recommendations. Yet many operate without a clearly defined objective beyond maintaining the plan. Under ERISA, fiduciaries are required to act in the best interest of plan participants. In practice, however, committees approach this responsibility very