PCI Named on NAPA’s 2019 Top 100 DC Advisors List

Posted on April 3, 2020
Brian Allen, CFP®

Brian Allen, CFP®

Founder & Chairman of Pension Consultants, Inc.

For the third year, Pension Consultants, Inc. (PCI) is proud to be featured among the most outstanding DC adviser teams in the nation. The leading voice for retirement plan advisers – The National Association of Plan Advisors (NAPA) – has published its list of Top Defined Contribution (DC) Advisor Teams in the U.S, including PCI.

NAPA’s third annual Top DC Advisor Teams list provides a “Who’s Who” of important players in the world of retirement plan management. The list, “presents a compelling case for the positive impact on the nation’s private retirement system,” says Nevin Adams, Chief Content Officer of the American Retirement Association and Editor-in-Chief of NAPA-Net.

PCI Executive Director Cody Mendenhall, CFP® believes that inclusion in this list signals recognition for PCI clients’ commitment. “As an adviser, PCI truly believes in helping fiduciary committees put their participants’ best interests at the forefront of plan management. It’s nice to see their outlook recognized.”

Pension Consultants, Inc. is on a mission to improve the financial security of American workers. Our goal is to offer fiduciary committees a holistic approach to plan management that prepares participants for life after work. We help companies create a rewarding retirement by providing plans where total contributions drive retirement readiness, the investment lineup outperforms, and fees paid by the plan are low. By focusing on these critical areas, PCI enables our clients to help their participants retire on time with dignity.

About NAPA-Net

NAPA, a national industry publication, is a leading advocate for retirement plans and retirement plan advisors across the nation. NAPA has made its way into the daily lives of retirement planning professionals, and their publication provides valuable industry news and thought leadership. NAPA is part of the American Retirement Association, aiming to educate retirement plan professionals, and to preserve and enhance the employer-based retirement plan system.

Disclosure: To be considered a NAPA 2019 Top DC Advisor Firm, advisers had to submit an application form to NAPA-Net. The list focuses on investment advisory teams, rather than individual investment advisers, and on the defined contribution practice specifically. Teams are ranked based on Assets under Advisement (as of 12/30/2019). The complete list can be found here: https://www.napa-net.org/industry-intel/accolades/top-dc-advisor-teams


About PCI

Pension Consultants, Inc. (PCI) is an independent, fee-only retirement plan adviser on a mission to improve the financial security of American workers. PCI focuses on three key drivers of retirement readiness — Contributions, Investment Performance, Fees — to help plans prepare participants to retire on time with dignity. Pension Consultants, Inc. is registered with the Securities and Exchange Commission as an investment adviser.

About Author

Brian Allen is the author of Rewarding Retirement: How Fiduciary Committees Can Elevate Workers, Companies, And Communities, and Founder & Chairman of Pension Consultants, Inc., a fee-only plan adviser on a mission to improve the financial security of American workers. Allen has been an advocate for professionalism and a pioneer in the qualified retirement plan industry for more than 25 years. He was an early mover to a business model that eliminates incentives and inducements that can influence recommendations to clients, including commissions, gifts, marketing payments, and exotic trips. 

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