What Hat Are You Wearing?

In today’s organizations, many employees are asked to take on multiple roles and responsibilities. This is especially true when considering the management of a corporate retirement plan. To better understand what role each person plays in the management of a 401(k) (or any other corporate retirement plan), we have to understand what roles there are to play.

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What Are YOUR Plan Performance Reports Telling You?

If you’ve been following along with our Top-Performing Plan blog series, or you viewed our three-part webinar series, you know that we believe that it’s essential for the retirement planning industry to hold itself to objective performance standards. They’re essential to help you, the fiduciary, understand exactly how your plan is performing.

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Plan Fee Mistakes – FiduciaryNews Coverage

There is a broad discussion taking place – from advisors to news and information outlets – on how fiduciaries can gain and maintain confidence in their plan, get the best performance for their employees, and avoid making mistakes with costly, sometimes legal, repercussions.  Pension Consultants, Inc. is excited to be at the forefront of that conversation, leading the push for objective performance standards and absolute transparency in retirement plan management.

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Free lunch? We don’t think so

Investment performance seems like a simple thing to accomplish, right? Simply buy low, and sell high -easy.

But it gets a little confusing, and more complicated, when things like asset classes, risk, investment account types (IRA, Roth, 401(k), qualified, non-qualified, etc.), and investment vehicles (mutual fund, ETF, stock, bond) all come into play.

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Pension Consultants Hosts Annual Pension Focus Conference

 

Every year Pension Consultants, Inc. proudly sponsors Pension Focus Conference, hosted at the Chateau on the Lake in Branson, Missouri. Pension Focus Conference has a long-standing reputation for successfully providing fiduciary and plan sponsor audience members an outstanding educational experience that they can apply in their everyday roles. This year was no exception!

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Are Your Employees Retirement Ready?

As a fiduciary, you want confidence that you’re providing your employees with a good retirement plan.  And, we know that a good plan is a top performing plan wherein 1) the investments outperform, 2) the plan fees are low, and 3) the employees are better prepared for retirement.

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The Top Five Reasons to Attend Pension Focus Conference 2018

 

Pension Focus 2018 is just around the corner, but there’s still time for you to register! Pension Consultants, Inc. is proud to sponsor Pension Focus each year because of the outstanding education conference speakers provide to fiduciaries and plan sponsors and the opportunity for hands-on performance-focused learning.

Want to know why we think YOU should attend? Check out our top 5 countdown:

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Does Your Investment Lineup Outperform?

John Wooden once said “Don’t mistake activity with achievement.”  Sadly, in the retirement plan industry, activity-based metrics have been the norm for measuring a plan’s success.  Don’t be fooled, activity-based metrics don’t equal plan performance achievement.  The actual performance of the plan is critical to having confidence you’re providing a good plan for your employees.  Confidence can be attained by knowing you have a top-performing plan.

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Webinar: Top-Performing Plan Series, PT. 1

 

Move beyond the charming smiles of your vendor relationship managers, the flashy website tools, and the memorized ERISA bullet point items that begin each retirement plan committee meeting. As a fiduciary, you want real confidence that you’re providing a top-performing retirement plan for your employees.

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2018 Pension Focus Conference: Speaker Preview

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The 2018 Pension Focus Conference, sponsored by Pension Consultants, Inc., is a don’t miss event featuring expert speakers on the topic of retirement plan performance. Designed specifically to educate retirement plan sponsors and fiduciaries working with corporate sponsored retirement plans on how to deliver a top-performing plan, Pension Focus has been equipping attendees for more than 20 years.

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