News and Updates
PCI Named on NAPA’s 2024 List of Nation’s Top DC Advisor Teams
Last Updated: March 28, 2024
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.
Pension Consultants, Inc. (PCI) is proud to announce its inclusion in the National Association of Plan Advisors’ (NAPA) list recognizing the nation’s top defined contribution (DC) Advisor Teams with Assets under Advisement of at least $100 Million. Unlike other lists, this focuses on individual firms or teams at a single physical location, and the assets under advisement related to their DC practice. The inaugural list was published in 2017. This year’s inclusion marks a significant achievement for PCI, as the list features a record number of teams—452 in total—managing nearly $2 trillion in defined contribution plan assets. These assets serve over 47,000 plans, benefiting nearly 21 million participants nationwide.
“The NAPA Top DC Advisor Teams are ranked by self-reported DC assets under advisement and highlight the positive impact they’re making on the nation’s private retirement system,” said John Sullivan, Chief Content Officer of the American Retirement Association, and Editor-in-Chief of NAPA-Net, the nation’s leading online resource for retirement plan advisors. “As the nation’s voice for retirement plan advisors, we are once again pleased to highlight the contributions of these teams.”
At PCI, we specialize in preparing your employees for retirement with clear, objective standards, transparent reporting, and fee accountability. As a top Registered Investment Adviser, our goal is to offer plans that consistently perform and provide unmatched value. With nearly 30 years of experience, we’ve assisted companies nationwide in effectively managing their retirement plans.
You can view the full 2024 list here.
About NAPA-Net
The NAPA was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association, based in the Washington, D.C. area. More information about NAPA is available at napa-net.org.
To be considered a NAPA’s 2024 List of Nation’s Top DC Advisor Teams, advisers had to submit an application form to NAPA-Net. The list focuses on investment advisory teams, rather than individual investment advisers, and the defined contribution practice specifically. Teams are ranked based on Assets under Advisement (as of 12/31/2023). The complete list can be found here: https://www.napa-net.org/napa-top-dc-advisor-teams-2024
