Compass
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Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Top 10 Actively Managed Funds in Defined Contribution Plans: Forensic Analysis 2Q 2018
The Prudent Investment Fiduciary Rules July 9, 2018 "The AMVR reflects a fund's incremental costs relative to a fund's incremental returns. Therefore, a low AMVR score is the goal.... [A]ll ten of the funds had a R-squared number over 90, most were 95 or greater. As a result, the funds' AER effective annual expense ratios rose dramatically and rendered all but one of the funds as cost-inefficient ... Even the sole surviving cost-efficient fund, Vanguard PRIMECAP Admiral shares failed to score in the optimal range, just slipping in 0.86." |
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