The 2019 Fiduciary Focus Conference, sponsored by Pension Consultants, Inc., is coming soon!
(Springfield, MO, February 28, 2019) – Pension Consultants, Inc. (PCI), a leader in performance-driven retirement plan management, was recently recognized as one of PLANADVISER’s Top 100 Retirement Plan Advisers. PLANADVISER, a nationally recognized and leading resource for advisers and consultants in the retirement planning industry, compiles the Top 100 listing annually.
The nation’s leading voice for retirement plan advisors – The National Association of Plan Advisors (NAPA) – has published its list of the top defined contribution (DC) advisor teams in the U.S. For the second year, Springfield’s Pension Consultants, Inc. is proud to be featured among the most outstanding DC advisor teams in the nation.
In today’s organizations, many employees are asked to take on multiple roles and responsibilities. This is especially true when considering the management of a corporate retirement plan. To better understand what role each person plays in the management of a 401(k) (or any other corporate retirement plan), we have to understand what roles there are to play.
Pension Consultants, Inc. is excited to announce that the firm has been named in Financial Advisor Magazine’s 2018 RIA (Registered Investment Advisor) ranking. Pension Consultants ranked #88 of 275 ranked RIAs with more than $1 Billion Assets, and 707 total ranked RIAs.
PCI’s intense focus on performance-driven retirement plan management has allowed us to differentiate ourselves in an industry where true retirement plan performance, and its impact on the American worker’s ability to retire successfully and securely, are often obscured.
If you’ve been following along with our Top-Performing Plan blog series, or you viewed our three-part webinar series, you know that we believe that it’s essential for the retirement planning industry to hold itself to objective performance standards. They’re essential to help you, the fiduciary, understand exactly how your plan is performing.
There is a broad discussion taking place – from advisors to news and information outlets – on how fiduciaries can gain and maintain confidence in their plan, get the best performance for their employees, and avoid making mistakes with costly, sometimes legal, repercussions. Pension Consultants, Inc. is excited to be at the forefront of that conversation, leading the push for objective performance standards and absolute transparency in retirement plan management.
Investment performance seems like a simple thing to accomplish, right? Simply buy low, and sell high -easy.
But it gets a little confusing, and more complicated, when things like asset classes, risk, investment account types (IRA, Roth, 401(k), qualified, non-qualified, etc.), and investment vehicles (mutual fund, ETF, stock, bond…) all come into play.
View Latest Webinar
Top Performing Plan Series, Part 3: Unveiling Your Plan’s Performance
In the final segment of our three-part Top-Performing Plan Series, we discussed how important clear and easy-to-understand reporting is to a good retirement plan. We took an in-depth look at industry-standard reporting and how it can fall short. We compared some good – and not so good – reports. Finally, we talked about how to put all the information you gather together and determine if your plan is truly performing to the right standard. View part three below!
Top Performing Plan Series, Part 2: Measuring Your Plan’s Performance
In part two of our three-part webinar series, we took a deeper dive into the performance standards that help fiduciaries understand how their plans are truly performing: Investment Lineup Performance, Plan Fees, and Employee Retirement Readiness. We also explained how you can better understand plan performance in these areas. View part two below!
Top Performing Plan Series, Part 1: Do you have CONFIDENCE in your retirement plan?
In part one of our three-part webinar, Pension Consultants, Inc. Director of Sales, Todd Hughes, JD, discusses how transparent measurements against objective performance standards can increase your confidence that you’re providing your employees with a top-performing retirement plan.
You’ll gain valuable insight into:
• What it means to have REAL confidence in the retirement plan you provide
• What makes a TOP-PERFORMING plan
• What OBJECTIVE performance measures you should use to analyze your plan
Want to learn more about how you can provide a top-performing retirement plan? Visit our blog HERE!