FF5 #55 - The 80/20 Rule for ERISA Plans

In this episode of Friday Fiduciary Five, Eric Dyson talks about the 80/20 rule, also known as the Pareto Principle, in the context of ERISA plans. He explains that 70-80% of assets and contributions are in target date funds, yet much time is spent evaluating the core lineup. Eric emphasizes the need to focus on the 20% of issues that drive 80% of outcomes, particularly in target date funds and managed accounts. He suggests that committees should prioritize evaluating these key areas to improve participant outcomes, and a reminder that the primary driver of retirement success is the amount contributed to the plan.

Connect with Eric Dyson: 

Website: https://90northllc.com/

Phone: [phone]

Email: [e-mail] 

LinkedIn: https://www.linkedin.com/in/401kguy/ 

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