Browsing Tag
401(k) Benchmarking
17 posts
401(k) benchmarking is the process of comparing an employer’s retirement plan against industry standards and peer plans to evaluate its cost, investment performance, features, and overall value. It helps plan sponsors ensure their 401(k) is competitive, compliant with fiduciary responsibilities, and aligned with employees’ best interests.
25th 401k Averages Book: Plan Fees Still Declining
New edition shows lower investment and recordkeeping fees driving lower total plan costs for employers and participants
Benchmarking Personalized Target Date Accounts
Ron Surz provides a template for benchmarking PTDAs, removing an excuse for not providing them
8 in 10 Plans Overpaying on 401(k) Fees, Finds Form 5500 Analysis
Abernathy Daley 401k Consultants research says corporate 401(k) plans paying over 0.3% for administrative costs based on total plan assets are likely overpaying
Plan Sponsors Focused on Reining in Fees: Callan
2024 DC Trends Survey shows reviewing plan fees a top priority
These Professions Have Best 401(k) Plans
Not surprisingly, high-earning industries tend to have top-performing plans finds just-released benchmarking report
Freedom Fiduciaries Addresses Bac(k) Office Overloads with Freedom 360
The retirement consulting firm is tackling administrative tasks with its new Freedom 360 plan management system
Latest 401k Averages Book Broadens Scope on Advisor Pay, Recordkeeping Admin
Reader feedback leads to the enhancements in 24th Edition of plan fee benchmarking tool, released today
How AI is Simplifying 401(k) Plan Comparison
BenchMine, a free 401(k) comparative analytics tool released to public in November, provides data in plain English
A Modest Proposal for Just Two Target Date Fund Benchmarks
As in "safe" vs. "risky"—and Ron Surz recommends using them to focus exclusively on performance in the Risk Zone
Top Focus of 401(k) Plan Sponsors in 2022? Reviewing Fees
Callan’s just-released 2022 DC Trends Survey finds 33% of plan sponsors reduced fees after their most recent analysis