Retirement Plan Guidance

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2.1 billion
Assets Under Advisement
1:8
Professional to Client Ratio
95.5%
Our Client Retention Rate

As of Q2 2014

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Best Practices From Our Experts

Nov
25
2014
How to Use Revenue Sharing and Still Achieve Fee Transparency

by in Vendor

There are many costs involved in successfully sponsoring and operating a retirement plan. Those costs can include paying the people who help operate the plan, including internal staff and third party administrators, record keepers, financial advisers, and more. To pay for some of these plan services, plan sponsors may reimburse certain service providers, e.g., administrative […]Read More

Nov
3
2014
Pension Consultants Expanding Eastward to New Market

by in Company News

SPRINGFIELD, MO, October 29, 2014 –Pension Consultants, Inc., a leader in offering in-depth, un-conflicted advice on every aspect of retirement plan management, has begun expansion eastward into the Ohio Valley and Mid-South Region. Pension Consultants, started in 1994 in Springfield, Missouri, has served retirement plan sponsors in the Midwestern market for the past 20 years. […]Read More

Nov
3
2014
IRS Releases New Retirement Plan Limitations for 2015 Plan Year

by in ERISA

On October 23, 2014, the Internal Revenue Service announced the 2015 Cost-of-Living Adjustments (COLA)* to the retirement plan limits. Below is a chart outlining the new COLA limits that become effective January 1, 2015, along with the two prior tax years’ limits. If you have any questions or wish to discuss the application of these […]Read More