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Investment Benchmarking for Sound 401(k) Management

4.6 (30)

Terri Mcgray, CFP, Others

longevitycapitalmgmt

Friday, June 19, 2020 | 01:30 PM EDT

  • CPA

1.5 Credits

FREE

Subject Area

Management Services

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Course Description

Benchmarking is the process of comparing your investment returns to peers, industry and best practices. Whether you are serving clients in public accounting or working in business and industry, you may need to provide advice on the many choices available when a business is offering a new retirement plan or assist in reviewing an existing plan.

Imagine buying a home without looking at comps. How would you know the price you are paying is fair and reasonable? Employers who sponsor 401(k) plans (or even trustees of estates) need to know the investments offered to employees or for estates are performing at or above standard on a risk-adjusted basis and that fees and expenses are fair and reasonable. It's the law.

Many plan sponsors and participants can usually identify the cost of each investment option, or a fund's expense ratio, by referencing the annual fee disclosures they receive. But ask plan sponsors if they know the overall "weighted" investment costs in their plans, and they may not know the answer. Unfortunately, this information is not readily available unless requested by the plan sponsor.

Fiduciaries do not understand how to benchmark or monitor their investment menu or portfolio.  If your clients are sponsoring a 401(k), they are responsible for adhering to a routine, comprehensive monitoring process that must be documented. Frankly, every investor should be following a benchmarking due diligence process. 

This webinar will address the requirements and key steps toward the investment benchmarking process. 

Learning Objectives

  • To understand ERISA Law and investment monitoring requirements for fiduciaries
  • Taking a close look at the different major benchmarket indexes
  • To learn about peer comparisons and how to measure results
  • Understanding various risks and return analysis
  • Monitoring and documentation process for best practices

Who Should Attend?

  • Business Owner
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Finance Director
  • Finance Pros
  • VP Finance
  • Young CPA

Testimonial

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4.6

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