Because benchmarks are an important part of investment due diligence, a plan fiduciary should carefully consider their selection. Two of the most common are FTSE Russell¹ and Standard & Poor’s². The RPAG Scorecard³ utilizes Russell and here’s why: Russell ranks each company in the investable universe according to its total market capitalization. The market cap … Continue reading Benchmarks Are Not Created Equal
“5...4...3...2...1...liftoff!” Ultimately the value a retirement plan advisor brings to plan clients can be measured in plan outcomes and participant readiness for retirement. Offering meaningful processes for investment selection and monitoring, benchmarking vendor services and fees, and supporting plan fiduciaries are now just table stakes. Advisors who cannot offer independent processes for supporting plan clients … Continue reading Retirement Plan Investment Design
According to ERISA, plans intending to comply with 404(c) must provide that participants: Have the opportunity to choose from a broad range of investment alternatives (which are adequately diversified); may direct the investment of their accounts with a frequency which is appropriate; and can obtain sufficient information to make informed investment decisions. The plan sponsor … Continue reading Complying With ERISA 404(c)
