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Benchmarking Target Date Funds Requires a Solid Baseline

Benchmarking Target Date Funds Requires a Solid Baseline

Benchmarking Target Date Funds requires a solid baseline, an accurate peer group and an astute retirement plan advisor.   One of the best ways to represent reasonableness of fees and results is by benchmarking target date funds on an annual basis.  Fred Barstein, Founder and CEO of The Plan Sponsor University (TPSU), speaks on the topic of Benchmarking Target Date Investments on this week’s Fred Talk.

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Plan Audit Process

Plan Audit Process Includes 401k Partners

Plan Audit Process Includes 401k Partners Plan Audit processes are required for some 401k plans based upon size or the number of company employees.  When it comes to audits, most entities being audited want nothing more than to have the ...