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 Revenue Sharing can be an Opportunity for Improvement 401k revenue sharing is an important concept for all plan sponsors and plan fiduciaries.  When a company offers a 401k retirement plan, the plan fiduciaries face a variety of options on ...