Do Your Plan Fees Outperform?

 

The increased number of 401(k) lawsuits over the past several years has shaken fiduciary confidence.  Most of the litigation involves claims of excessive plan fees.  However, a fiduciary can keep their confidence steady by ensuring they’re providing a top-performing plan. As a reminder, a top-performing plan is one where:

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Webinar: Top-Performing Plan Series, PT. 2 Registration Open

 

 

 

 

 

 

 

 

 

Join us for the next webinar in our Top-Performing Plan series, Measuring Your Plan’s Performance!

Wednesday, April 18, 2018 | 1:30 pm CST Continue reading

2018 Pension Focus Conference: Topics Preview

 

There’s still time to register for the 2018 Pension Focus Conference, sponsored by Pension Consultants, Inc.! This conference is designed specifically to educate retirement plan sponsors and fiduciaries working with corporate sponsored retirement plans, helping them deliver a top-performing plan.

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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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Your Retirement Plan Needs Performance Standards

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As a fiduciary, what you want most is confidence that you’re providing your employees with a good retirement plan.  And, we know that a good plan is a top-performing plan.  Makes sense.  But many fiduciaries have no idea whether their retirement plan is a top-performing plan! Clearly, there’s a problem.

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Fiduciary, What Do You Want?

Business-confidence-24117As a fiduciary overseeing an employer-sponsored retirement plan, what do you want?  Protection?  Good customer service from your vendors?  An easy-to-navigate retirement plan website?  Education for your employees?

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Pension Consultants, Inc. Recently Named a 2017 NAPA Top DC Advisor Firm

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(Springfield, MO, January 22, 2018) – Pension Consultants, Inc. (“PCI”), a leader in providing top performing retirement plans, was recently named on National Association of Plan Advisors’ (NAPA) first-ever Top Defined Contribution (“DC”) Advisor Firms over $100 Million List. NAPA’s Top DC Advisors is a compilation of the leading 275 individual advisor firms and advisor teams, ranked by DC assets under advisement. The list was published in the Winter Issue of NAPA Net, the Magazine. Continue reading

You’re a Plan Fiduciary – Now What?

As a plan fiduciary, you are charged with overseeing plan management with the goal of providing a good plan for your employees.

Plan management includes selecting and monitoring plan investments, selecting and monitoring plan service providers, assisting employees in preparing for a successful retirement, and the administration of the plan.Each area of plan management will require fiduciaries to use discretion that may impact the participants in the plan and their beneficiaries.

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