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

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.

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 to resemble Target Date Funds (TDFs), with the added drawback of higher fees and potentially lower returns.

Read More »


Ready to Evaluate Your Plan’s Performance?



Speak with an adviser who has evaluated your plan in the three critical areas.


Understand how your current plan is performing.


Learn what you can do to improve your plan’s performance.