performance-driven retirement plan management

Employer Services

Helping you manage your employer-sponsored retirement plan.

ERISA Services

Staying on top of ERISA regulations and requirements is hard—even for the most skilled retirement plan sponsor. Our ERISA Team knows and understands the many rules and regulations you must follow, and can help you keep your plan ERISA compliant.

Investment Services

Finding the right investments for your employees begins with a thorough search. Our Investment Team uses a proprietary system to help you select the best investments for your employer-sponsored retirement plan. Plus, we can help you monitor and manage those investments for the best possible return.

Participant Services

Ultimately, the goal of your employer-sponsored retirement plan is to provide a benefit to your employees. Our RetireAdvisers® Team can help prepare your employees for retirement by designing and implementing education strategies that reflect your plan’s unique goals.

Vendor Services

An unbiased point-of-view is critical to efficiently monitor your retirement plan’s vendors and covered service providers. Our Vendor Team can help you determine necessary and reasonable expenses and find new vendors that benefit your plan.

Individual Services

Helping you prepare for life in retirement.

Retirement Planning Services

Staying active in your retirement planning is key to enjoying the kind of retirement lifestyle you want. Our professionals can help you with all aspects of your retirement planning. We provide fee-based advice to help you stay on the right track and prepare for your retirement goals—financially and non-financially.

Upcoming Events

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3.42 billion
AUA/AUM
1:6
Professional to Client Ratio
93.64%
Client Retention

As of Q4 2017

Blog

 

Best Practices From Our Experts

Oct
3
2018
What Hat Are You Wearing?

by in ERISA, Regulatory Updates, Retirement Industry Updates, Retirement Plan Performance, Uncategorized

In today’s organizations, many employees are asked to take on multiple roles and responsibilities. This is especially true when considering the management of a corporate retirement plan. To better understand what role each person plays in the management of a 401(k) (or any other corporate retirement plan), we have to understand what roles there are […]Read More

Jul
27
2018
Performance-Driven Method Earns National Ranking

by in Company News, Retirement Industry Updates, Retirement Plan Performance

Pension Consultants, Inc. is excited to announce that the firm has been named in Financial Advisor Magazine’s 2018 RIA (Registered Investment Advisor) ranking.  Pension Consultants ranked #88 of 275 ranked RIAs with more than $1 Billion Assets, and 707 total ranked RIAs. PCI’s intense focus on performance-driven retirement plan management has allowed us to differentiate […]Read More

Jun
18
2018
What Are YOUR Plan Performance Reports Telling You?

by in Investment, Participant, Retirement Plan Performance, Uncategorized, Vendor

If you’ve been following along with our Top-Performing Plan blog series, or you viewed our three-part webinar series, you know that we believe that it’s essential for the retirement planning industry to hold itself to objective performance standards. They’re essential to help you, the fiduciary, understand exactly how your plan is performing.Read More

Individuals