Advisor "Model Portfolios" Beat Benchmarks in 2009
Advisor "Model Portfolios" Beat Benchmarks in 2009
29 January, 2010

The majority of professionally managed model portfolios on Spectrum’s Total Access Record Keeping (TARK) platform beat investment performance benchmarks in 2009.

 
Summary Comparison of Qualified Plans and IRAs
Summary Comparison of Qualified Plans and IRAs
30 December, 2009

This one page reference tool compares various characteristics for different retirement plan vehicles (e.g. 401(k), profit sharing, SIMPLE IRA, Defined Benefit etc).

 
Markets and 401(k)s Rally Again in Third Quarter
Markets and 401(k)s Rally Again in Third Quarter
28 October, 2009

The majority of professionally managed model portfolios on Spectrum’s Total Access Record Keeping (TARK) platform again beat investment performance benchmarks for the third quarter of 2009.

 
401(k)'s Bounce Back in Second Quarter 2009
401(k)'s Bounce Back in Second Quarter 2009
22 July, 2009

The majority of professionally managed model portfolios on Spectrum’s Total Access Record Keeping (TARK) platform again beat investment performance benchmarks for the second quarter of 2009.

 
Understanding Plan Fees
Understanding Plan Fees
15 July, 2009

Periodic reviews of your retirement plan design and the associated fees are an essential element to any successful benefit program, especially given the recent scrutiny of excessive plan fees. Here's an overview of what type of fees you may encounter.

 
401(k) Plan Advisors Outperform Benchmark in Q1
401(k) Plan Advisors Outperform Benchmark in Q1
28 April, 2009

The majority of professionally managed model portfolios on Spectrum’s Total Access Record Keeping (TARK) platform beat investment performance benchmarks for the quarter ended March 31, 2009. The average rate of return for Q1 was -5.32 % for a 60% stock and 40% bond model portfolio, compared to -6.56% for the benchmark. The average return for other model portfolios also fared well compared to the benchmarks in Q1.

 
Surviving Market Turbulence
Surviving Market Turbulence
6 March, 2009

"Surviving Market Turbulence" provides tips on how deal with uncertain market conditions.