Showing entries with the topic “Benchmarking”.
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In a recent article by Barry Ritholtz, he mentions a concept that should be drilled into every retirement plan sponsor’s head when they review their recordkeeper statistics as to the success of their retirement plan: median is more significant than average. In the retirement plan’s “dashboa…Read more
Advisors have a variety of tools at their disposal to determine the overall health of a plan sponsor’s retirement plan. However, there is a time-tested exercise that only takes about a minute to complete: review the current account balances of all the participants in the retirement plan and complete…Read more
When I first started at Cammack Retirement more than 25 years ago, benchmarking in retirement plans primarily consisted of little more than measuring the performance of plan investments against indexes and peers. More recently, and as a result of the DOL’s emphasis, benchmarking of fees versus…Read more
In our inaugural post on Trends that Matter, we highlighted RFP activity and customization of returning excess revenue to participants. While those trends remain popular, others have emerged that should be top of mind with plan sponsors (pun intended): There is continued downward fee pressure on …Read more
In the event you missed it while on vacation (full disclosure: I missed it while on vacation!), PLANSPONSOR magazine released its 2015 403(b)/457 Buyer's Guide. The Buyer’s Guide provides a valuable array of overall market statistics as well as those of individual recordkeepers.Read more