WEDNESDAY MAY 7TH @ 2:00 PM (CST)
Why Most 401(k) Investment Lineups Underperform:
Data Isn’t Research
ABOUT THE WEBINAR
Why Most 401(k) Investment Lineups Underperform:
Data Isn’t Research
Recent research, including insights from PCI’s Investment Lineup versus Passive Scorecard (ILPS), suggests something that may surprise fiduciaries: most 401(k) investment lineups struggle to outperform a simple, all-index benchmark lineup. The implication is clear: if investment performance is critical to employee retirement readiness, today’s selection practices are falling short.
Why? We believe one of the primary reasons is that many advisers rely heavily on data providers like Morningstar and FI360—powerful tools that offer helpful metrics, but stop short of delivering the deeper insight necessary for successful manager selection. Data is important, but it is not research. It shows what happened, not why it happened or whether it’s likely to continue.
To improve outcomes, advisers must go beyond surface-level data screens and embrace fundamental investment manager research. With a deeper understanding, fiduciaries can make more confident, informed decisions that better support employees’ retirement goals.
Join us on Wednesday, May 7, 2025, at 2 PM CST for an insight-packed 30-minute webinar led by Zachary Allen, CFA, Chief Investment Officer at Pension Consultants, Inc.
KEY TOPICS
#1
Why most investment lineups fall short—and how it greatly impacts participants
#2
The hidden causes of underperformance and how common practices obscure it
#3
The distinction between data screens and true research
#4
What it actually takes to identify managers capable of outperforming
#5
How to hold your adviser accountable for measurable results
PRESENTER
Zachary Allen, CFA, Chief Investment Officer of Pension Consultants, Inc.
Zachary Allen, CFA is PCI’s Chief Investment Officer and President of RetireAdvisersSM. 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 RetireAdvisersSM.
Webinar Preview
Familiarize yourself with the concepts presented in the webinar by reading our companion article, The Secret Role Manager Selection Plays in 401(k) Plans.
Confident your 401(k) plan is working well for your employees?
With so few employees actually on track for retirement, isn’t it worth looking a little deeper?
Confident your 401(k) plan is working well for your employees?
With so few employees actually on track for retirement, isn’t it worth looking a little deeper?