Who We Are

performance-driven retirement plan management

Our Story

We started Pension Consultants in 1994 after realizing that there was disconnect between all the industry rules and regulations and how employer-sponsored retirement plans were actually being run. We set out to create a transparent, fee-for-service business model with teams of experts in each of the four areas of retirement plan management: ERISA, Investment, Participant Education and Vendor so that we could provide the most thorough, expert advice possible to our clients.

Today we’ve grown to serve clients with retirement plans of all sizes and in locations around the Midwest and Southern United States. While I’m proud of the growth we’ve experienced, I’m even more proud that we’ve stayed true to our firm’s core values. Our mission statement, with its three main promises, “to be a thought leader, to provide exceptional value, and to deliver comprehensive, world-class solutions”, is a constant reminder of who we are as a company and what we’re working every day to accomplish. By building into our company culture this idea that we are defined by this one constant, and that everything else should be evolving and improving, we’ll continue to move forward, providing clients in the retirement planning industry with the high service standards that made us successful in the first place.

Brian Allen President of Pension Consultants, a retirement plan management firm

—Brian Allen, Founder and President

Team Leaders

Brian Allen

Brian Allen

President and Founder
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Brian founded Pension Consultants in 1994 and has served as President and Board Chairperson since its inception. As such, he leads the Executive Team and oversees all aspects of the firm. He also personally oversees the Sales and Marketing efforts and sets the firm’s strategic direction. Brian serves as Chairperson for Pension Consultants’ Investment Committee, which oversees nearly $2.75B in AUM/AUA. He is also the Founder and Chairperson of Pension Focus, an organization established to educate retirement plan sponsors and fiduciaries through its annual regional conference. Brian has presented at various regional conferences and is recognized as an expert in his field, having been quoted by PLANADVISER, PLANSPONSOR, NAPA Net and numerous other industry publications.

Brian’s education, designations and experience:

  • Certified Financial Planner™ practitioner
  • Bachelor of Science, Economics, Missouri State University
  • Industry experience: 1990-present
  • Pension Consultants experience: 1994-present
Cody Mendenhall

Cody Mendenhall

CFP®, Executive Director, Investment and Participant Services
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Cody is a member of Pension Consultants’ Executive Team, responsible for investment performance, participant retirement readiness, and individual retirement planning. Cody also serves on Pension Consultants’ Investment Committee, which oversees nearly $2.75B in AUM/AUA. He is a regular webinar presenter on a wide range of financial topics. He has been quoted in a variety of industry press publications and interviewed by several news outlets. Cody has spoken at numerous regional and national conferences including PLANSPONSOR’s and PLANADVISER’s national conferences.

Cody’s education, designations and experience:

  • Certified Financial Planner™ practitioner
  • Master of Business Administration, Missouri State University
  • Bachelor of Arts, Biblical Studies, Central Bible College
  • Industry experience: 2007-present
  • Pension Consultants experience: 2007-present
Todd Hughes

Todd Hughes

JD, Director, ERISA and Vendor Services
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Todd is a member of Pension Consultants’ Executive Team, responsible for ERISA compliance and vendor (service provider) performance. Prior to joining Pension Consultants, he was a Director for Panagiotu Pension Advisors, Inc., a 401(k) and retirement plan administration firm providing services to approximately 1,200 plans in the greater Pacific Northwest area.  He is a regular webinar presenter on ERISA and vendor management topics and provides fiduciary training to plan sponsors and fiduciaries. He has also been quoted in numerous industry press publications including PLANADVISER’s and PLANSPONSOR’s online and print magazines. Todd has spoken at state and regional conferences such as state SHRM conferences and Pension Focus.

Todd’s education, designations and experience:

  • Juris Doctor, Gonzaga University
  • Bachelor of Arts, Public Relations, Pacific Lutheran University
  • Industry experience: 2002-present
  • Pension Consultants experience: 2012-present

RobertMcCraken

Robert McCracken

CFP®, Director, Finance & Operations
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2.86 billion
AUA/AUM
1:8
Professional to Client Ratio
95.4%
Client Retention

As of Q3 2016

Pension Consultants Service Area

Service Area

Founded in Springfield, Missouri, we have grown to serve companies of all sizes with in-depth, authoritative information on every aspect of retirement plan management. We serve immense public companies as well as young private ventures.

We serve companies in Alabama, Arkansas, California, Georgia, Iowa, Indiana, Illinois, Kansas, Kentucky, Missouri, Mississippi, Nebraska, Ohio, Oklahoma, Tennessee and Texas.