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.
Callan DC Survey Finds Large Plans Unlikely to Join MEPs/PEPs
Three-quarters (76%) of defined contribution plans are very unlikely to join a multi-employer plan (MEP) or pooled employer…
Public Retirement Research Database Reaches Critical Mass
PRRL says more than 100 public plan sponsors are sharing data in response to its campaign to build comprehensive new public DC plan database.
5 New Features Debut in Advisor Analytics Tool Suite from Envestnet
A series of new analytics tools intended to empower financial advisors to make better, data-driven decisions and ultimately…
Everything is Awesome! Why 401(k) Plan Problems Go Undetected
When I was dating my wife, she asked about my credit score. I never checked it, but I…
Top 10 Industries with the Best 401(k) Plans
Little surprise, bean counters have the best 401(k) plans. Judy Diamond Associates is out with its third annual…
A FICO Score for 401(k) Plans
How much alpha can advisors really add? How do you truly rate and benchmark a 401(k) plan’s performance…
How to Benchmark Important 401(k) Plan Data Points
In order to be a valued advisor to a plan sponsor or investment committee, the advisor proposition must…