Archives

Featured

News and Updates

PCI’s Executive Director Recently Featured on 401(k) TV for “Bold Decision” Performance-Driven Fee Structure

Last Updated: August 10, 2019

May 15th, 2019 – Mr. Cody Mendenhall, CFP®, Executive Director with Pension Consultants, Inc. (PCI), was featured on 401(k) TV, an affiliate with The Plan Sponsor University (TPSU) and The Retirement Advisor University (TRAU), discussing PCI’s “bold decision” to adopt a performance-based asset management fee structure.

 

Mr. Fred Barstein, Founder and Executive Director of 401(K) TV, sat down with Mr. Mendenhall at recent TPSU educational event to discuss PCI’s decision to start offering a performance-based asset management fee schedule. Mr. Mendenhall led us through the evolution of PCI’s fee structure over the last 25 years, and the decision to lead the plan adviser industry to a performance-based fee structure.

 

To put it simply, PCI wants to utilize a performance-driven plan management structure that will make a difference in the financial security of American workers. This means that a significant portion of the fees that PCI receives will be based on how we perform for our clients!

 

PCI is committed to providing our clients with a plan that performs well with transparent accountability. Let Mr. Mendenhall tell you more about how we do it in his featured video HERE. 

 

PCI’s archived blog entries are dated, the rules and statutes referenced may have changed. The analysis or guidance within these blog entries may have become stale, dated, or no longer accurate. PCI will not update or change these entries to reflect the latest analysis or development.

[190613-1]

WRITTEN BY

Pension Consultants, Inc.

Image

FREE DOWNLOAD

Read The First Chapter

Learn what it takes to build a successful retirement plan so your employees can retire on time and with dignity. A must read for any fiduciary.

We promise to never spam you or sell your information. For more, read our privacy policy or terms and conditions


WHAT’S INSIDE

1

A good plan measures
three key elements:
contributions,
investments, and fees.

2

A good plan serves
employees and
employers.

3

Fiduciaries have a
responsibility to make
reasonable decisions
with their employees’
best interests in mind.

Ready to Evaluate Your Plan’s Performance?


How we can help

1

Speak with an adviser who can evaluate your plan in the three critical areas.

2

Understand how your current plan is performing.

3

Learn what you can do to improve your plan’s performance.