PCI’s Unique Investment Fees Aligned to Participants Results: 401kTV Feature

Posted on November 25, 2020
Brian Allen, CFP®

Brian Allen, CFP®

Founder & Chairman of Pension Consultants, Inc.

At Pension Consultants, Inc. (PCI), we offer clients an innovative fee structure aligned to results. Our unique approach received 401kTV’s GENIE Award for innovation in Investment Design, and was highlighted at their program in Chicago, Illinois.

 

PCI Principal, Chris Thixton, QPA, C(k)P®, met with the Publisher of 401kTV, Graham Thomas, during the awards. They discussed our unique process both for selecting the plan investment lineup and how we align our fee for investment management to the results the plan receives. “. . .our (PCI) full fee is only going to be realized when we achieve a certain result for the client,” Chris explains. “So specifically, when it comes to an investment, we look at an objective performance standard, an all index lineup, and does the performance that we are providing for our clients, does it exceed that objective performance standard? And if it does, then we’ll earn our full fee. If not, then we won’t.”

 

We couldn’t have said it better ourselves! PCI has established our game-changing fee structure to bring results and transparency to our clients and, ultimately, to provide a rewarding retirement for their participants.

 

Watch the full video interview with Chris and Graham here. To learn more about PCI’s innovative retirement plan fee structure, email us directly or call us at 800-234-9584.

About PCI

Pension Consultants, Inc. (PCI) is an independent, fee-only retirement plan adviser on a mission to improve the financial security of American workers. PCI focuses on three key drivers of retirement readiness — Contributions, Investment Performance, Fees — to help plans prepare participants to retire on time with dignity. Pension Consultants, Inc. is registered with the Securities and Exchange Commission as an investment adviser.

About Author

Brian Allen is the author of Rewarding Retirement: How Fiduciary Committees Can Elevate Workers, Companies, And Communities, and Founder & Chairman of Pension Consultants, Inc., a fee-only plan adviser on a mission to improve the financial security of American workers. Allen has been an advocate for professionalism and a pioneer in the qualified retirement plan industry for more than 25 years. He was an early mover to a business model that eliminates incentives and inducements that can influence recommendations to clients, including commissions, gifts, marketing payments, and exotic trips. 

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