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.
Have you wondered if you have the complete investment performance story for your 401(k) plan? You aren’t alone.
In this webinar, PCI’s Chief Investment Officer, 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
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.
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
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
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,
