Posts tagged ‘benchmarking’

Retirement plan benchmarking: are your clients making the grade?



How does your (and/or your clients’) retirement plan stack up against the competition? Are you benchmarking the program on a regular basis to see how it compares to peers? This is a valuable service that financial professionals can provide to clients. Not only does it help them identify strengths…

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Benchmarking data and more from the PSCA Survey



With the hint of early spring in the air (one can dream), comes one of my favorite times of the year. It’s time again to talk about the importance of the Plan Sponsor Council of America (PSCA) 403(b) Plan Survey. This survey offers many benefits. It provides benchmarking data for all 403(b) plan…

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