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Webinar: Top-Performing Plan Series, PT. 3 Registration Open

Last Updated: May 09, 2018

Join us for the final presentation in our Top-Performing Plan webinar series, Unveiling Your Plan’s True Performance! Tuesday, May 15 | 1:30 PM CST
In part one of the series, Do You Have Confidence in Your Retirement Plan?, we uncovered how a fiduciary can have confidence they’re providing a good retirement plan through objective performance standards and clear, easy to understand reporting. In part two, Measuring Your Plan’s Performance, we took a deeper dive into the performance standards that help fiduciaries understand how their plans are truly performing: investment lineup performance, plan fees, and employee retirement readiness. In part three, Unveiling Your Plan’s True Performance, we will discuss how important clear and easy-to-understand reporting is to a good retirement plan. We’ll take an in-depth look into industry-standard reporting and how it can fall short. We’ll also take a look at some common dos and don’ts for evaluating your retirement plan reports. Finally, we’ll walk you through how to put all of the information from this series together to determine if your plan is on its way to becoming top-performing! Join us on Tuesday, May 15th at 1:30 pm CST, to learn how you can have confidence in your retirement plan reporting. PCI’s archived blog entries are dated, the rules and statutes referenced may have changed. The analysis or guidance within these blog entries may have become stale, dated, or no longer accurate. PCI will not update or change these entries to reflect the latest analysis or development.

WRITTEN BY

Pension Consultants, Inc.

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WHAT’S INSIDE

1

A good plan measures
three key elements:
contributions,
investments, and fees.

2

A good plan serves
employees and
employers.

3

Fiduciaries have a
responsibility to make
reasonable decisions
with their employees’
best interests in mind.

Ready to Evaluate Your Plan’s Performance?


How we can help

1

Speak with an adviser who can evaluate your plan in the three critical areas.

2

Understand how your current plan is performing.

3

Learn what you can do to improve your plan’s performance.