At Pension Consultants, Inc. (PCI), a nationally-ranked Registered Investment Adviser, our goal is to get your employees on track to retire. We believe that contributions, investments, and fees are the three key drivers of retirement readiness.
We accomplish our goal through our unique approach to plan management of consistently performing and delivering unparalleled value. Since 1994, PCI has helped companies all over the country manage their retirement plans.
91%
1of client investment lineups outperforming as of 6/30/2024
91%
2of client plans whose fees paid are below benchmark as of 6/30/2024
90%
3of client total contributions are on track to replace 70% or more income in retirement as of 6/30/2024
For further information please visit our disclosures page
[1] Performance measurement reflects the percentage of PCI client plans with assets under management of at least $5 million whose investment lineups since PCI management inception and through the given date outperform an all-index lineup, net of investment-related fees. Investment-related fees include fund fees as well as any PCI investment performance and investment advisory fees.
[2] Performance measurement reflects the percentage of PCI client plans that are under a Performance-Driven Retirement Plan Management contract or have previously engaged PCI for Vendor Consultation, Vendor Management, or Vender Search services, for which total fees paid by the plan are below average for plans of similar size.
[3] Performance measurement reflects the percentage of PCI client plans under a Performance-Driven Retirement Plan Management or Core Complete agreement, beginning at the end of the third calendar quarter following the effective date of the service contract, for which total contributions for the average eligible plan participant are projected to result in at least 70% income replacement in retirement. Performance is calculated based on a set of assumptions including retirement age of 67, 6.5% annual investment return, 3% inflation rate, annual Social Security benefit, and Social Security life expectancy.
Core Values
Through our purpose to improve the financial security of American workers, PCI abides by our two core values to serve our clients. Doing it right means we have fanatical attention to detail, taking responsibility, and getting better in all we do. Doing the right thing means complete transparency and never holding money above integrity.
Your success is our success.
PCI sets objective, industry accepted benchmarks to compare your plan’s investment performance.
Unlike other plan advisers, as your assets grow, our fees don’t.
In an industry muddled with convoluted messages and obscured results, PCI is radically transparent.
OUR SERVICES
PCI Focuses on Three Key Drivers of Retirement Readiness
PCI’s Retirement Ready Model is designed to get plan participants on track for retirement by establishing the right performance standards and measuring the results that matter most.
Participant Contribution Management
Our experts help with plan design, match structure, and employee decisions so that employees make sufficient contributions to replace enough of their current income upon retirement.
LEARN MOREInvestment Lineup Management
Our experts select and manage your plan’s investment menu with the goal of out-performing an all-index lineup.
LEARN MOREPlan Fee Management
Our experts benchmark, select, and negotiate with the right service providers for your plan.
LEARN MOREREADY TO START?
Ready to Evaluate Your Plan’s Performance?
WHAT TO EXPECT:
1
Speak with an adviser who can evaluate your plan in the three critical areas.
2
Understand how your current plan is performing.
3
Learn what you can do to improve your plan’s performance.
WHAT TO EXPECT:
1
Speak with an adviser who can evaluate your plan in the three critical areas.
2
Understand how your current plan is performing.
3
Learn what you can do to improve your plan’s performance.
Awards & Recognitions
*For more information about PCI’s recent accolades, visit Important Disclosures
In The Press
Videos
What people say about us
Each testimonial above was received from a current client of PCI. No compensation, goods, or services were exchanged for any testimonial.
Frequently Asked Question
FAQs
Pension Consultants, inc
Ready to Evaluate Your Plan’s Performance?
How we can Help
1
Speak with an adviser who can evaluate your plan in the three critical areas.
2
Understand how your current plan is performing.
3
Learn what you can do to improve your plan’s performance.