Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Consultant / Account Manager

Spectrum Pension Consultants (part of Daybright Financial)
(Remote / Tacoma WA / CA / OH)

Spectrum Pension Consultants (part of Daybright Financial) logo

Participant Services & Operations Coordinator

Pentegra
(Remote)

Pentegra logo

3(16) Retirement Plan & Customer Liaison

Compass
(Remote / Stratham NH / Hybrid)

Compass logo

Retirement Plan Administrator (Part-Time)

Accelefund, Inc.
(Remote / Lenexa KS)

Accelefund, Inc. logo

Staff Accountant 2

BPAS
(Huntingdon Valley PA / Hybrid)

BPAS logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile app icon
LinkedIn icon     Twitter icon     Facebook icon

Retirement Plan Fiduciary Mistake: Focusing Solely on Past Investment Performance
Conrad Siegel Actuaries Link to more items from this source
Sept. 20, 2022

"In times of extreme market volatility such as we are experiencing currently, past performance could turn on a dime. It's not uncommon for non-index funds to perform several percent below their benchmark due to their security selection and sector weightings. We have seen category ranking moves from mid-30's to mid-70's within one quarter. Looking solely at past investment returns may lead to premature decisions which could negatively impact a plan's long-term investment strategy."

MORE >>

Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title).
An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above).