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.
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.
Run Your 401(k) Like You Run Your Business
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?