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LATEST RESEARCH

PCI's 401(k) Investment Lineup vs.
Passive Scorecard Annual Report

PCI’s 401(k) Investment Lineup vs. Passive Scorecard (ILPS) answers
the question ‘Do 401(k) investment lineups outperform all-index lineups?’
The 2025 study results are now available.

LATEST RESEARCH

PCI's 401(k) Investment Lineup vs. Passive Scorecard Annual Report

PCI’s 401(k) Investment Lineup vs. Passive Scorecard (ILPS) answers the question ‘Do 401(k) investment lineups outperform all-index lineups?’ The 2025 study results are now available.

LATEST RESEARCH

PCI's 401(k) Investment Lineup vs. Passive Scorecard Annual Report

PCI’s 401(k) Investment Lineup vs. Passive Scorecard (ILPS) answers the question ‘Do 401(k) investment lineups outperform all-index lineups?’ The 2025 study results are now available.

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Quick Guides

3 KPIs Needed To Get Employees On Track For Retirement

This guide dives into the three key performance indicators (KPIs) correlated to employee retirement readiness...

Run Your 401(k) Like You Run Your Business Quick Guide

To close the gap, employers should treat 401(k) oversight like a core business function. This quick...

What's Your Problem, 401(k)? Quick Guide

The numbers don’t lie: too few employees are on track for retirement.* According to the Federal Reserve,...

Infographic | When Your Employees Aren’t on Track for Retirement, Financial Stress Shows Upocumented

We’ve compiled key insights on how financial stress affects employees and organizations in this infographic...

Free Book | Rewarding Retirement

This book is for everyone who is responsible for their company’s retirement plan. Rewarding Retirement:...

Emergency Savings Accounts: The Most Important 401(k) Development Since Automatic Features?

American workers are financially struggling. They are worrying about unforeseen expenses and feeling...

3 1/2 Top Yet Uncommon Tips to Level Up Your 401(k) Investment Lineup

As a fiduciary, you have a lot on your plate. We understand the weight of those responsibilities, especially...

Top 3 Red Flags We See with 401(k) Participant Managed Accounts

As a fiduciary, you play a crucial role in helping them in this endeavor by providing a plan that successfully...

Conducting the 401(k) Fiduciary Committee Orchestra

Download the Ultimate Guide for Conducting the 401(k) Fiduciary Committee Orchestra Understand...

Read the First Chapter of Rewarding Retirement

Read the First Chapter of Rewarding Retirement: How Fiduciary Committees Can Elevate Workers, Companies,...

Articles

Coins representing increased interest rates

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....

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...

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...

Retirement Insecurity Is Hurting More Than Just Savings

When retirement goes off track, financial stress escalates, permeating every aspect of employees’ lives...

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Evidence Continues to Pile Up: Americans Aren’t On Track for Retirement

Only 35% of non-retired adults say they’re on track for retirement—and that number hasn’t meaningfully...

Time Well Spent: 6 Hours a Year to Serve on Your Company’s 401(k) Fiduciary Committee

Fiduciary committees have many important obligations to their participants. Among those, selecting and...

The Secret Role Manager Selection Plays in 401(k) Plans

PCI holds a unique position that the added investment performance from successful manager selection makes...

Business persons on meeting in the office

Investment Returns Matter: How Fiduciary Committee Decisions Impact Retirement Readiness

Fiduciary committees have many important obligations to their participants. Among those, selecting and...

woman hand putting money coin into piggy for saving money wealth

Automatic Salary Deductions Position Employers to Help Employees Get on Track for Retirement

When the Internal Revenue Service (IRS) issued new rules that allowed employees to contribute to 401(k)s...

The Consequences of Early 401(k) Withdrawals

Unfortunately, this is a very common choice that individuals make when leaving their employers. Although...

Young african american woman presenting her glass savings jar with a budding plant growing out from it at home

5 Reasons Emergency Savings Within 401(k)s Are a Great Idea

American workers are financially struggling. They are worrying about unforeseen expenses and feeling...

Emergency Savings Accounts: The Most Important 401(k) Development Since Auto Features?

We believe emergency savings accounts within 401(k) plans are one of the most significant developments...

Professional Executive business team brainstorming on meeting to

Participant Managed Account Fees are Expensive and Add up Over Time

For a fiduciary committee responsible for assessing a plan's costs and prioritizing participants' best...

Senior couple planning their investments with financial advisor

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...

Business Consulting meeting working and brainstorming new busine

Managed Accounts Lack of Performance Benchmarking is a Red Flag You Shouldn’t Overlook

Over the last several years, there has been a growing trend of plan advisers and recordkeepers aggressively...

Short Videos

Video

Evaluating Retirement Readiness

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What's On The 401(k) Investment Menu

Video

Dirty Secrets of 401(k) Advisers: Excessive Plan Fees

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Retirement Readiness

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Brokerage Window Liability

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Bad Investment Lineups

On-Demand Webinars

On-Demand Webinar | Why Most 401(k) Investment Lineups Underperform: Data Isn’t Research

On Demand Webinar Why Most 401(k) Investment Lineups Underperform: Data Isn’t...

On-Demand Webinar | How 401(k) Fund Changes Can Hide Poor Investment Performance

On Demand Webinar How 401(k) Fund Changes Can Hide Poor Investment Performance WATCH...

On-Demand Webinar | Emergency Savings: The Most Important 401(k) Development Since Auto Features?

On Demand Webinar Emergency Savings: The Most Important 401(k) Development Since...

On-Demand Webinar | Red Flags with 401(k) Participant Managed Accounts

On Demand Webinar Red Flags with 401(k) Participant Managed Accounts WATCH ON-DEMAND...

On-Demand Webinar | The Secret Role Investment Manager Selection Plays in 401(k) Plans

On Demand Webinar The Secret Role Investment Manager Selection Plays in 401(k)...