Performance-Driven Method Earns National Ranking

Performance-Driven Method Earns National Ranking

Posted on July 27, 2018
Brian Allen, CFP®

Brian Allen, CFP®

Founder & Chairman of Pension Consultants, Inc.

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.

Executive Director Cody Mendenhall says, “Our mission is to improve the financial security of the American worker.  The best way we can accomplish that is by providing plan fiduciaries with confidence that they are providing a good plan for their employees.  A plan where the investment lineup outperforms an all index lineup, net of fees.  A plan where the plan fees are in the lower half of plans of similar size.  A plan where the employees projected retirement income is in the top half of plans in the employer’s industry. ”

PCI’s revolutionary approach to retirement plan management stakes our firm’s success on our client’s success, by making the firm’s fees dependent on the performance we provide our client’s plans. Using objective performance standards – uncommon in the financial advisor industry and virtually unheard of among plan advisors – we push our client’s plans toward top-performance using a corporate culture of performance that aligns employee and firm success with client success.

Financial Advisor, via the Investment Adviser Association, reports that RIAs managed more than $70 Trillion in assets in 2017.  4%, or 680, of those advisors, including Pension Consultants, manage assets of more than $1B. The assets managed by RIAs like Pension Consultants represent the hard-earned retirement savings of American workers who rely on advisors to help secure and grow their savings in preparation for future retirement. These workers, and the companies that employ them, deserve to be served by an advisory firm that keeps the participants’ best interest at the forefront of every decision.

Financial Advisor magazine is a top-ranked publication targeting professional financial advisors. FA’s annual ranking article and list are based on survey results, and discuss both the current state of and future predictions for registered investment advisors. To learn more about the Financial Advisor survey and rankings, visit the FA article.

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. 

Need Help Planning Your Company's Retirement?

We can show you how our client’s pay $20M dollars less in combined fees and still outperform similar retirement plans.

Share this Post:
Share on facebook
Share on twitter
Share on linkedin

Keep Reading

More Insights


Let’s Get Started

Are you ready to see if you have a good plan? We’re ready to show you! Click the button below to discover your plan’s true performance.

With just some simple information about your plan, our team can see how your plan is performing in the three key areas. Then, we’ll set up a meeting with you and your team to review the results and talk about how we can help.