Tag: Benchmarks

Fiduciary Benchmarks Opens Plan Data Portal

Fiduciary Benchmarks, Inc. has launched a data portal designed to provide an adviser, consultant, recordkeeper, other service provider or fiduciary with customized plan benchmarking reports.
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Success Full

As the future of our economy remains volatile, the very nature of retirement savings plans is being questioned.
investment-oriented

Measuring the Unmeasurable

Nobody has agreed how best to benchmark lifecycle funds. What to consider when making that determination.
sales champ

The Standard

401(k) plan benchmarking moves on
investment-oriented

A Calculated Risk

Risk-based funds remain popular on plan menus. Why some plans pick them, and how some advisers benchmark them
investment-oriented

An Elusive Target

With no industry consensus on how to benchmark target-date funds, what can advisers do?
servicing strategies

Happy Together

How advisers can measure client satisfaction and why they should
investment-oriented

Balancing Act

The classic 60/40 balanced fund benchmark may not work anymore, but advisers can utilize other gauges
investment-oriented

Measuring the Unmeasurable

Nobody has figured out yet how best to benchmark managed accounts. How can you help clients in the meantime?