
3 KPIs Needed to Get Employees on Track for Retirement
This article focuses on the right KPIs fiduciaries should adopt to determine whether the party responsible is progressing toward the goal of getting employees on track for retirement.

This article focuses on the right KPIs fiduciaries should adopt to determine whether the party responsible is progressing toward the goal of getting employees on track for retirement.

Pension Consultants, Inc. (PCI) is honored to be named a 2025 PLANADVISER Top Retirement Plan Adviser.

The Federal Reserve just released its latest Report on the Economic Well-Being of U.S. Households, and one finding stands out: only 35% of non-retired adults say their retirement savings are on track.

The 10th edition of PCI’s ILPS report analyzes nearly 5,000 defined contribution plans from 2022, comparing active 401(k) investment lineups to all-index benchmarks.

A strong investment lineup is essential for helping employees get on track for retirement. Yet, many lineups consistently underperform, putting retirement readiness at risk. Even

Pension Consultants, Inc. (PCI) is honored to be named a 2025 PLANADVISER Top Retirement Plan Adviser.

Pension Consultants, Inc. is excited to be featured on NAPA’s 2025 ‘Nation’s Top DC Advisor Teams’ ranking! For over 30 years, PCI has been mission-driven to improve the financial security of American workers. We accomplish this by helping our clients get their employees on track for a successful retirement. Based on the asset sizes of those who submitted to be included on the list, we are very proud to be among the top 100 advisers in the nation and the largest DC adviser based in Missouri.

Fiduciary committees have many important obligations to their participants. Among those, selecting and monitoring your plan’s investment options is one of the most vital. In our latest blog, we take a look at how committee investment decisions can impact participant retirement readiness.

As 2024 closes and we head into 2025, we’re looking at the trends that will define the coming year. In 2025, the focus shifts to improving retirement readiness through goal-based 401(k) plan oversight and management.

PCI has officially reached $5 billion in total Assets Under Management (AUM) and Assets Under Advisement (AUA)! We’re proud to work with 401k fiduciaries across the nation to help get their employees on track for retirement.

PCI’s 401(k) Investment Lineup vs. Passive Scorecard answers the question ‘Do 401(k) investment lineups outperform all-index lineups?’

PCI holds a unique position that the added investment performance from successful manager selection makes a significant difference to participants’ ability to retire. When returns from active managers outperform index benchmarks, the participants receive that added value in retirement readiness. Contrarily, participants pay when investment managers underperform.

PCI’s 401(k) Investment Lineup vs. Passive Scorecard answers the question ‘Do 401(k) investment lineups outperform all-index lineups?’
On August 1st, 2024, Pension Consultants, Inc. will celebrate 30 incredible years of being part of the Springfield, MO community.

Pension Consultants, Inc. is excited to be featured on NAPA’s 2024 ‘Nation’s Top DC Advisor Teams’ ranking! For 30 years, PCI has been mission-driven to improve the financial security of American workers. We accomplish this by helping our clients get their employees on track for a successful retirement. Based on the asset sizes of those who submitted to be included on the list, we are very proud to be among the top 100 advisers in the nation and the largest DC adviser based in Missouri.

American workers are financially struggling. They are worrying about unforeseen expenses and feeling uncertain about their futures. However, Secure 2.0’s PLESA provision is a promising solution to help. Check out PCI’s top 5 reasons why PLESA is a great idea…