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

May
9
2018
Webinar: Top-Performing Plan Series, PT. 3 Registration Open

by in Company News, Investment, Participant, Retirement Plan Performance, Vendor

  Join us for the final presentation in our Top-Performing Plan webinar series, Unveiling Your Plan’s True Performance! Tuesday, May 15 | 1:30 PM CSTRead More

Apr
27
2018
Are Your Employees Retirement Ready?

by in Investment, Participant, Retirement Industry Updates, Retirement Plan Performance, Vendor

As a fiduciary, you want confidence that you’re providing your employees with a good retirement plan.  And, we know that a good plan is a top performing plan wherein 1) the investments outperform, 2) the plan fees are low, and 3) the employees are better prepared for retirement.Read More

Apr
25
2018
The Top Five Reasons to Attend Pension Focus Conference 2018

by in Company News, Investment, Participant, Retirement Industry Updates, Retirement Plan Performance, Vendor

  Pension Focus 2018 is just around the corner, but there’s still time for you to register! Pension Consultants, Inc. is proud to sponsor Pension Focus each year because of the outstanding education conference speakers provide to fiduciaries and plan sponsors and the opportunity for hands-on performance-focused learning. Want to know why we think YOU […]Read More

Individuals