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.
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