Posts Tagged: Process of Prudence

benchmark (noun) \bench-märk\ Something that serves as a standard by which others may be measured or judged. Benchmarking is common in the financial industry as a means of gauging progress or measuring success. Investment performance is often benchmarked against a financial market index, such as the S&P 500. The skill…

“Fee-fi-fo-fum!” roars the giant. You may not be afraid of giants or believe in fairy tales anymore, but that phrase still holds plenty of lessons if you serve as a fiduciary to your employees’ retirement plan. And, if you slip up on your fiduciary role, you may have plenty to…