Last Update 2/28/2025
Pension Consultants, Inc. (PCI) is registered with the U.S. Securities and Exchange Commission as an investment adviser. A copy of PCI’s Website Data Privacy Policy is located here.
Pension Consultants, Inc.’s website should not be construed as a solicitation of personalized communication with a prospective client.
Pension Consultants, Inc. is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting, or tax advice.
Each client and prospective client agrees, upon access to Pension Consultants, Inc.’s website, to release and hold harmless Pension Consultants, Inc., its officers, directors, owners, employees, and agents from any and all adverse consequences resulting from any actions and/or omissions which are independent of the receipt of individual advice from Pension Consultants, Inc.
The contents of this website are the property of Pension Consultants, Inc., and reproduction in whole or in part is expressly forbidden without prior written consent of Pension Consultants, Inc.
The Form ADV Part 2A provides information about the qualifications and business practices of Pension Consultants, Inc. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. You can request a copy of the firm’s current ADV Form 2A filed with the SEC using the general contact form.
The Form ADV Part 3 provides a relationship summary for Pension Consultants, Inc.’s retail investors. A copy of the firm’s current ADV Part 3 can be found here.
Pension Consultants, Inc. does not offer or render advice through this website. Advisory services will only be provided with an executed service agreement with Pension Consultants, Inc.
The concepts expressed herein represent the views and opinions of Pension Consultants, Inc., and are not intended as legal, tax, or investment advice for any specific individual, account, or plan.
Neither PCI nor any of its employees engage in the practice of law or provide legal advice. If assistance is needed in making legal determinations, counsel in the appropriate jurisdiction should be retained, and Pension Consultants may continue to provide consulting services, if needed.
All investments carry risks, including market risk, interest rate risk, credit risk, style risk, securities selection risk, and the risk of complete loss of principle. The degree of these and other risks will vary depending on the type of investment as well as current market conditions. Investment objectives, risks, and charges should be considered carefully before investing.
Past performance is not a guarantee of future results, and no current or prospective client should assume that future performance of any specific investment or investment strategy made reference to by Pension Consultants, Inc., will be profitable or equal to any indicated performance level(s).
PCI uses benchmark indexes for investment performance calculations. It is not possible to invest directly in an index. The returns of each index do not reflect the actual cost of investing in the instruments that comprise it. Benchmark selection is based on quantitative analysis conducted periodically to determine the index that is most comparable to each asset class. A current list of asset class benchmarks is available upon client request.
2020, 2019 – We were selected as one of PlanAdviser’s Top 100 Retirement Plan Advisers
To become eligible for this quantitative listing, advisers must complete the annual PLANADVISER Retirement Plan Adviser Survey, fielded each September. Respondents are divided into categories for evaluation, defined by the number of advisers, plus support staff, in the practice.
2020 – https://www.planadviser.com/awards/2020-top-100-retirement-plan-advisers/
2019 – https://www.planadviser.com/awards/pa-top-100/#!/2019/List-By-Category/
2024, 2022, 2020, 2019, 2018, 2017 – We were selected as one of NAPA’s Top Defined Contribution Advisers
To be considered a NAPA Top DC Advisor Firm, advisers had to submit an application form to NAPA-Net. The list focuses on investment advisory teams, rather than individual investment advisers, and on the defined contribution practice specifically. Teams are ranked based on annual Assets under Advisement.
2024 – https://www.napa-net.org/industry-content/accolades-home/napa-accolades-topdcadvisor-teams/napa-topdcadvisorteams—2024/
2022 – https://www.napa-net.org/industry-content/accolades-home/napa-accolades-topdcadvisor-multioffice/napa-topdcadvisor-multiofficefirms—2022
2020 – https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2020
2019 – https://www.napa-net.org/industry-intel/accolades/top-dc-advisor-teams
2018 – https://www.napa-net.org/news-info/daily-news/announcing-2018-napa-top-dc-advisor-teams
2017 – https://www.napa-net.org/news-info/daily-news/announcing-2017-napa-top-dc-advisor-teams
2017, 2016 – We were a Retirement Plan Sponsor of the Year Finalist
To be eligible to be considered for a finalist for PLANSPONSOR 2017 Retirement Plan Adviser of the Year, a firm needed to have a majority of business revenue derived from employer-sponsored retirement plans, serve as a fiduciary, be committed to fee-based compensation and use outcome-based metrics of plan success with clients.
2017 – https://www.planadviser.com/awards/2017-plansponsor-retirement-plan-adviser-year/?pid=31744
2016 – https://www.planadviser.com/awards/2016-retirement-plan-adviser-year/?pid=32036
© 2025 Pension Consultants, Inc. All Rights Reserved.
The concepts expressed herein represent the views and opinions of Pension Consultants, Inc., and are not intended as legal, tax, or investment advice for any specific individual, account, or plan.
Pension Consultants, Inc. is registered with the U.S. Securities and Exchange Commission as an investment adviser. Important Disclosures
