performance-driven retirement plan management

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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