Thank You!
Here’s What To Expect During Our Meeting
We’ve sent you an email to confirm your appointment request. We’ll give you a call at the date and time you’ve scheduled and send you a reminder the day before.
What To Bring To Your Meeting
Here’s a helpful checklist for productive meeting. We’ll send you an email with everything you’ll need for our call!
Suggested Reading
08 September
by Pension Consultants, Inc.
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 interests, every fee carries weight. With managed accounts, the extra charges can be a substantial detriment to participants’ retirement readiness.
READ MORE
25 August
by Pension Consultants, Inc.
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 that, under the best circumstances, managed accounts offer true benefits to only a few plan participants who have specific and unique circumstances. However, for the majority of participants, these accounts are likely to resemble Target Date Funds (TDFs), with the added drawback of higher fees and potentially lower returns.
READ MORE
02 August
by Pension Consultants, Inc.
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 selling Participant Managed Accounts in employer-sponsored retirement plans.
READ MORE