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Benchmarking Target Date Funds Requires a Solid Baseline

Benchmarking Target Date Funds requires a solid baseline, an accurate peer group, and a knowledgeable 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 funds on this week’s Vlog.



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401k Retirement Meetings

401k Retirement Meetings Needed for Success

401k Retirement Meetings Needed for Success 401k retirement meetings are very important to the success of a participant funded a retirement plan.  Even having 401k retirement meetings planned does not necessarily guarantee that the meeting will be held.  At the ...