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Performance that Plan Sponsors Value Most
Advisor PerspectivesLink to more items from this source
Aug. 18, 2010

Excerpt: Advisors would like to think that investment performance sells plans. This is not the case. While 77% of respondents were dissatisfied with returns from the investment options in their plans ? who wouldn't be, in this market? ? only 48% considered underperformance to be a 'major concern.' Compare this to the 74% who were very worried about meeting their fiduciary obligations and the 87% who were struggling to keep up with ever-changing Department of Labor regulations.

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