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2.76 billion
AUA/AUM
1:7
Professional to Client Ratio
96.4%
Client Retention

As of Q2 2016

Blog

 

Best Practices From Our Experts

Aug
25
2016
Checksmart Excessive Fee Suit Requires Closer Look at Fund Performance

by in ERISA, Retirement Industry Updates

A recently filed lawsuit attempts to hold plan fiduciaries to what has been an unprecedented standard until now. Previous lawsuits accused plan fiduciaries (with a slight amount of industry knowledge) of what could be considered “a no brainer”: don’t pay too much. If there is an identical or nearly identical investment option offered at a […]Read More

Aug
24
2016
An Open Letter to the Plan Adviser Industry

by in Company News, Retirement Industry Updates

It is time for the Plan Adviser profession to move past our relationship mentality, jettison our past and grow into the profession that will serve our clients and us better. Relationships, or more correctly stated, our dependence upon them, are holding us back and threaten the unrealized value of our profession.Read More

Aug
24
2016
Brian Allen Quoted in PLANADVISER

by in Company News

Brian Allen, President, was recently quoted in PLANADVISER’s article “Dividing Up the Roles”. Brian discusses how Pension Consultants segments its staff’s talent to maximize their value for clients. He also shares his thoughts on what skill levels are needed with assigning responsibilities. Click to read the full article in PLANADVISER and learn more about creating a structured staff of specialized experts. […]Read More