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

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

Jun
7
2018
Plan Fee Mistakes – FiduciaryNews Coverage

by in Company News, Retirement Plan Performance, Vendor

There is a broad discussion taking place – from advisors to news and information outlets – on how fiduciaries can gain and maintain confidence in their plan, get the best performance for their employees, and avoid making mistakes with costly, sometimes legal, repercussions.  Pension Consultants, Inc. is excited to be at the forefront of that […]Read More

Jun
7
2018
Free lunch? We don’t think so

by in Company News, Investment, Retirement Plan Performance

Investment performance seems like a simple thing to accomplish, right? Simply buy low, and sell high -easy. But it gets a little confusing, and more complicated, when things like asset classes, risk, investment account types (IRA, Roth, 401(k), qualified, non-qualified, etc.), and investment vehicles (mutual fund, ETF, stock, bond…) all come into play.Read More

Individuals