Insights and Perspectives
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Effective Plan Management Starts with a Strong
Investment Policy Statement
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By: Matthew Fratini, Consultant
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| By: Richard Carey, CFA, Consultant
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The Investment Policy Statement (IPS) for a public defined benefit plan is one of the most important documents in guiding Plan Sponsors with managing retirement assets while fulfilling their fiduciary obligations. A strong fiduciary governance practice calls for reviewing a plan’s IPS no less than... Read More >
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5 Trends in Retirement Plan Fee Evaluation
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By: Daniel Duffy, Manager, Performance Analytics
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Fueled by a litigious environment, the monitoring and benchmarking of fees has become an increased area of focus in Defined Contribution plans. ERISA requires fiduciaries to carry out their responsibilities prudently and solely in the interest of the plan’s participants and beneficiaries. One of these responsibilities is to… Read More >
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Research and Publications
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This report is intended for the exclusive use of clients or prospective clients (the “recipient”) of Fiducient Advisors and the information contained herein is confidential and the dissemination or distribution to any other person without the prior approval of Fiducient Advisors is strictly prohibited. Information has been obtained from sources believed to be reliable, though not independently verified. Any forecasts are hypothetical and represent future expectations and not actual return volatilities and correlations will differ from forecasts. This report does not represent a specific investment recommendation. The opinions and analysis expressed herein are based on Fiducient Advisor research and professional experience and are expressed as of the date of this report. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice. Past performance does not indicate future performance and there is risk of loss.
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