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Retirement Plan Management Part 4: We Have a Report, Now What?

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The concept of benchmarks should be very familiar to healthcare professionals whether they are in medical, financial or operational functions. In managing a retirement plan, benchmarking your expenses and risk adjusted results can provide similar benefits as in other healthcare practice areas.

Last month, we talked about a retirement plan’s written investment policy as a “recipe” to help plan fiduciaries manage the assets of the retirement program. We also introduced the concept of an objective, standards-based analytic report that compares the investment results of the plan’s assets relative to the returns produced, risks taken and expenses incurred.


Harris, Ward, M.

 

McHenry Partners

Retirement Plans

October 1, 2009

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