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Compare to Plan
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.