On Demand Webinar
Why Most 401(k) Investment Lineups Underperform:
Data Isn’t Research
WATCH ON-DEMAND WEBINAR NOW
Why Most 401(k) Investment Lineups Underperform: Data Isn’t Research
Recent research shows that most 401(k) investment lineups underperform simple index benchmarks, and one key reason is the over-reliance on data rather than true investment research. Tools like Morningstar and FI360 provide useful metrics but stop short of delivering the deeper insights necessary for selecting the right managers. To improve outcomes, advisers need to move beyond surface-level data and embrace thorough research that provides a clearer understanding of investment performance and its potential for the future.
Watch our on-demand webinar with Zachary Allen, CFA, Chief Investment Officer at Pension Consultants, Inc., to learn why data alone isn’t enough and how research-driven decisions can improve your 401(k) plan’s performance.
TOPICS COVERED IN THIS WEBINAR:
#1
Understand why most 401(k) investment lineups fall short of performance expectations and how this impacts participants’ retirement readiness.
#2
Identify the hidden causes of underperformance in investment lineups and how common practices often obscure these issues.
#3
Learn the difference between data screens and true investment research, and how to apply research to select managers capable of driving better performance.
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ABOUT THE PRESENTER
Zachary Allen, CFA, Principal, Pension Consultants, Inc.
Zach is a CFA charter holder and sits on PCI’s Investment Committee. Since joining the firm in 2014, Zach has played key roles in several areas of PCI’s business, including Operations, Investment Services, and RetireAdvisers℠.