What Hat Are You Wearing?

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.

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Performance-Driven Method Earns National Ranking

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.

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What Are YOUR Plan Performance Reports Telling You?

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.

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Plan Fee Mistakes – FiduciaryNews Coverage

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.

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Free lunch? We don’t think so

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.

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Top-Performing Plan Webinar Series

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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!

 

Don’t forget to subscribe to our mailing list, so you don’t miss the latest retirement plan performance updates!

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Pension Consultants Hosts Annual Pension Focus Conference

 

Every year Pension Consultants, Inc. proudly sponsors Pension Focus Conference, hosted at the Chateau on the Lake in Branson, Missouri. Pension Focus Conference has a long-standing reputation for successfully providing fiduciary and plan sponsor audience members an outstanding educational experience that they can apply in their everyday roles. This year was no exception!

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Webinar: Top-Performing Plan Series, PT. 3 Registration Open

 

Join us for the final presentation in our Top-Performing Plan webinar series, Unveiling Your Plan’s True Performance!

Tuesday, May 15 | 1:30 PM CST

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Are Your Employees Retirement Ready?

As a fiduciary, you want confidence that you’re providing your employees with a good retirement plan.  And, we know that a good plan is a top performing plan wherein 1) the investments outperform, 2) the plan fees are low, and 3) the employees are better prepared for retirement.

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The Top Five Reasons to Attend Pension Focus Conference 2018

 

Pension Focus 2018 is just around the corner, but there’s still time for you to register! Pension Consultants, Inc. is proud to sponsor Pension Focus each year because of the outstanding education conference speakers provide to fiduciaries and plan sponsors and the opportunity for hands-on performance-focused learning.

Want to know why we think YOU should attend? Check out our top 5 countdown:

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