On Demand Webinar
How 401(k) Fund Changes Can Hide Poor Investment Performance
WATCH ON-DEMAND WEBINAR NOW
How 401(k) Fund Changes Can Hide Poor Investment Performance
Have you wondered if you have the complete investment performance story for your 401(k) plan? You aren’t alone.
In this webinar, Zachary Allen, CFA, discusses how 401(k)’s investment reports can obscure poor performance. Zach offers valuable insights on spotting the traditional tactics used by advisers to conceal subpar results. This knowledge can empower you to make better-informed decisions about your plan’s investment lineup and help get your participants on track for retirement.
TOPICS COVERED IN THIS WEBINAR:
#1
A critical component of a good 401(k) plan is an investment lineup that performs well. The returns participants receive from their investments compound powerfully over time enabling them to be on track for retirement.
#2
Traditionally, most fund changes are brought on by an adviser’s decision to replace an underperforming fund with one that has had better recent performance. Most often, advisers stop reporting the performance of that fund once it’s out of the lineup.
#3
Due to a lack of transparency, many fiduciaries do not know what is truly happening with their investment lineup and advisers are able to evade accountability for poor fund choices.
#4
You need to know how your plan’s actual, complete investment lineup has performed over time.
MORE FROM PCI
As a fiduciary, you have a lot on your plate. We understand the weight of those responsibilities, especially when selecting and monitoring your plan’s investments. Explore PCI’s latest resource for 3 ½ top, yet surprisingly uncommon, tips to empower your committee’s investment lineup decisions.
ABOUT THE PRESENTER
Zachary Allen, CFA, Principal, Pension Consultants, Inc.
Zach is a CFA charter holder and sits on PCI’s Investment Committee. Since joining the firm in 2014, Zach has played key roles in several areas of PCI’s business, including Operations, Investment Services, and RetireAdvisers℠.