Fiduciary Tools

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

Last Updated: April 10, 2018

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
In part one of the series, we uncovered how fiduciaries can have confidence in their retirement plans through objective performance standards and clear, easy-to-understand reporting. Industry-standard measures of success can be subjective or unclear, leaving fiduciaries in the dark about how their plans are truly performing. But measuring and reporting on true plan performance gives them confidence that their plan is good and their employees are on track for successful retirement. In part two, we’ll take 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. Remember that, in our ongoing Top-Performing Plan blog series, we’ve defined a good plan – a top-performing plan – as one where:
  • The investment lineup outperforms an appropriate benchmark index
  • Plan fees are low
  • Employees are on-track for a successful retirement
In How to Measure Your Plan’s Performance, we’ll walk you through each of these characteristics and why it’s important. And, we’ll answer any questions you may have about the standards. Join us April 18 at 1:30 pm CST! Looking for more cutting-edge, practical information on retirement plan performance? Join us for Pension Focus Conference 2018! Hear from industry experts on topics directly related to plan performance and learn more about how to provide a top-performing retirement plan for your employees. Learn more and register now! Register for Pension Focus Conference HERE!   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.


Pension Consultants, Inc.



Read The First Chapter

Learn what it takes to build a successful retirement plan so your employees can retire on time and with dignity. A must read for any fiduciary.

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


A good plan serves
employees and


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


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


Understand how your current plan is performing.


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