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Featured
Time Well Spent: 6 Hours a Year to Serve on Your Company’s 401(k) Fiduciary Committee
Fiduciary committees have many important obligations to their participants. Among those, selecting and...
Read More
End_of_Year_Blog_Header-smol
Featured
Looking Ahead: 5 Trends Shaping the Future of 401(k) Plans
As 2024 closes and we head into 2025, we’re looking at the trends that will define the coming year. In...
Read More
Financial advisor with clients
Featured
The Secret Role Manager Selection Plays in 401(k) Plans
PCI holds a unique position that the added investment performance from successful manager selection makes...
Read More
Business persons on meeting in the office
Featured
Investment Returns Matter: How Fiduciary Committee Decisions Impact Retirement Readiness
Fiduciary committees have many important obligations to their participants. Among those, selecting and...
Read More
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Featured
Introducing the PCI 401(k) Investment Lineup vs. Passive Scorecard Annual Report
PCI’s 401(k) Investment Lineup vs. Passive Scorecard answers the question 'Do 401(k) investment lineups...
Read More
woman hand putting money coin into piggy for saving money wealth
Featured
Automatic Salary Deductions Position Employers to Help Employees Get on Track for Retirement
When the Internal Revenue Service (IRS) issued new rules that allowed employees to contribute to 401(k)s...
Read More
180723-investingchart4-design-01
Featured
The Consequences of Early 401(k) Withdrawals
Unfortunately, this is a very common choice that individuals make when leaving their employers. Although...
Read More
Young african american woman presenting her glass savings jar with a budding plant growing out from it at home
Featured
5 Reasons Emergency Savings Within 401(k)s Are a Great Idea
American workers are financially struggling. They are worrying about unforeseen expenses and feeling...
Read More
Business people with a piggy bank
Featured
Emergency Savings Accounts: The Most Important 401(k) Development Since Auto Features?
We believe emergency savings accounts within 401(k) plans are one of the most significant developments...
Read More
Professional Executive business team brainstorming on meeting to
Featured
Participant Managed Account Fees are Expensive and Add up Over Time
For a fiduciary committee responsible for assessing a plan's costs and prioritizing participants' best...
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LATEST RESEARCH

PCI's 401(k) Investment Lineup vs.
Passive Scorecard Annual Report

PCI’s 401(k) Investment Lineup vs. Passive Scorecard (ILPS) answers
the question ‘Do 401(k) investment lineups outperform all-index lineups?’
The 2025 study results are now available.
View Research

LATEST RESEARCH

PCI's 401(k) Investment Lineup vs. Passive Scorecard Annual Report

PCI’s 401(k) Investment Lineup vs. Passive Scorecard (ILPS) answers the question ‘Do 401(k) investment lineups outperform all-index lineups?’ The 2025 study results are now available.

View Research

LATEST RESEARCH

PCI's 401(k) Investment Lineup vs. Passive Scorecard Annual Report

PCI’s 401(k) Investment Lineup vs. Passive Scorecard (ILPS) answers the question ‘Do 401(k) investment lineups outperform all-index lineups?’ The 2025 study results are now available.

View Research
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Quick Guides

Article-feature-1-1
Infographic | The Effects of Financial Stress Are Well Documented
Financial stress isn’t just personal—it’s a workplace issue. It impacts productivity, engagement, and...
Read More
rewardingretirementresource]
Free Book | Rewarding Retirement
This book is for everyone who is responsible for their company’s retirement plan. Rewarding Retirement:...
Read More
Article-feature
Emergency Savings Accounts: The Most Important 401(k) Development Since Automatic Features?
American workers are financially struggling. They are worrying about unforeseen expenses and feeling...
Read More
Article-feature
3 1/2 Top Yet Uncommon Tips to Level Up Your 401(k) Investment Lineup
As a fiduciary, you have a lot on your plate. We understand the weight of those responsibilities, especially...
Read More
Article-feature
Top 3 Red Flags We See with 401(k) Participant Managed Accounts
As a fiduciary, you play a crucial role in helping them in this endeavor by providing a plan that successfully...
Read More
Article-feature
Conducting the 401(k) Fiduciary Committee Orchestra
Download the Ultimate Guide for Conducting the 401(k) Fiduciary Committee Orchestra Understand...
Read More
Article-feature
Read the First Chapter of Rewarding Retirement
Read the First Chapter of Rewarding Retirement: How Fiduciary Committees Can Elevate Workers, Companies,...
Read More
Article-feature
Download The Benefit Initiative for Creating a Financially Secure Workforce
QUICK GUIDE Read The Benefit Initiative for Creating a Financially Secure Workforce! Workers...
Read More
Article-feature
401(k) effective and achievable method to improve employees’ financial security
401(k) effective and achievable method to improve employees’ financial security This article,...
Read More

Articles

close-view-hourglass-stand-on-600nw-1891258573
Time Well Spent: 6 Hours a Year to Serve on Your Company’s 401(k) Fiduciary Committee
Fiduciary committees have many important obligations to their participants. Among those, selecting and...
Read More
Financial advisor with clients
The Secret Role Manager Selection Plays in 401(k) Plans
PCI holds a unique position that the added investment performance from successful manager selection makes...
Read More
Business persons on meeting in the office
Investment Returns Matter: How Fiduciary Committee Decisions Impact Retirement Readiness
Fiduciary committees have many important obligations to their participants. Among those, selecting and...
Read More
woman hand putting money coin into piggy for saving money wealth
Automatic Salary Deductions Position Employers to Help Employees Get on Track for Retirement
When the Internal Revenue Service (IRS) issued new rules that allowed employees to contribute to 401(k)s...
Read More
180723-investingchart4-design-01
The Consequences of Early 401(k) Withdrawals
Unfortunately, this is a very common choice that individuals make when leaving their employers. Although...
Read More
Young african american woman presenting her glass savings jar with a budding plant growing out from it at home
5 Reasons Emergency Savings Within 401(k)s Are a Great Idea
American workers are financially struggling. They are worrying about unforeseen expenses and feeling...
Read More
Business people with a piggy bank
Emergency Savings Accounts: The Most Important 401(k) Development Since Auto Features?
We believe emergency savings accounts within 401(k) plans are one of the most significant developments...
Read More
Professional Executive business team brainstorming on meeting to
Participant Managed Account Fees are Expensive and Add up Over Time
For a fiduciary committee responsible for assessing a plan's costs and prioritizing participants' best...
Read More
Senior couple planning their investments with financial advisor
Mind the Red Flags: Unraveling the Customization Claims of 401(k) Participant Managed Accounts
401(k) Participant Managed Accounts are Not as Customized as Sellers Would Make It Seem. It is our view...
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Managed Accounts Lack of Performance Benchmarking is a Red Flag You Shouldn’t Overlook
Over the last several years, there has been a growing trend of plan advisers and recordkeepers aggressively...
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Overseeing a 401(k) Plan Bound for Retirement Island? Don’t Forget the SPD
PCI takes a deeper look at one critical, yet often overlooked, resource that can help 401(k) fiduciaries...
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Take Care of Your Employees – Even When They Are Gone
The recently launched Portability Services Network (PSN) is one potential solution. (link to PSN website)...
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SECURE 2.0: Everything Retirement Plan Fiduciaries Need to Know
Congress just passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2022....
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RPA refresh blog
PCI Recently Featured in RPA Convergence, “RPA Plan Pricing Is in Dire Need of a Refresh”
In recent InvestmentNews’ RPA Convergence article, “RPA Plan Pricing Is in Dire Need of a Refresh,” Fred...
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NEW EVENTS ADDED! Chris Thixton, QPA, C(k)P® Leads Fiduciary Training with TPSU
Chris Thixton, principal with Pension Consultants, Inc., is returning as Adjunct Lecturer for upcoming The...
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Short Videos

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On-Demand Webinars

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On-Demand Webinar | Why Most 401(k) Investment Lineups Underperform: Data Isn’t Research
On Demand Webinar Why Most 401(k) Investment Lineups Underperform: Data Isn’t...
View Now
webinar-on-demand-holder
On-Demand Webinar | How 401(k) Fund Changes Can Hide Poor Investment Performance
On Demand Webinar How 401(k) Fund Changes Can Hide Poor Investment Performance WATCH...
View Now
webinar-on-demand-holder-es
On-Demand Webinar | Emergency Savings: The Most Important 401(k) Development Since Auto Features?
On Demand Webinar Emergency Savings: The Most Important 401(k) Development Since...
View Now
webinar-on-demand-holder-ma
On-Demand Webinar | Red Flags with 401(k) Participant Managed Accounts
On Demand Webinar Red Flags with 401(k) Participant Managed Accounts WATCH ON-DEMAND...
View Now
MS-webinar
On-Demand Webinar | The Secret Role Investment Manager Selection Plays in 401(k) Plans
On Demand Webinar The Secret Role Investment Manager Selection Plays in 401(k)...
View Now

Quick Guides

Article-feature-1-1
Infographic | The Effects of Financial Stress Are Well Documented
Financial stress isn’t just personal—it’s a workplace issue. It impacts productivity, engagement, and...
Read More
rewardingretirementresource]
Free Book | Rewarding Retirement
This book is for everyone who is responsible for their company’s retirement plan. Rewarding Retirement:...
Read More
Article-feature
Emergency Savings Accounts: The Most Important 401(k) Development Since Automatic Features?
American workers are financially struggling. They are worrying about unforeseen expenses and feeling...
Read More
Article-feature
3 1/2 Top Yet Uncommon Tips to Level Up Your 401(k) Investment Lineup
As a fiduciary, you have a lot on your plate. We understand the weight of those responsibilities, especially...
Read More
Article-feature
Top 3 Red Flags We See with 401(k) Participant Managed Accounts
As a fiduciary, you play a crucial role in helping them in this endeavor by providing a plan that successfully...
Read More
Article-feature
Conducting the 401(k) Fiduciary Committee Orchestra
Download the Ultimate Guide for Conducting the 401(k) Fiduciary Committee Orchestra Understand...
Read More
Article-feature
Read the First Chapter of Rewarding Retirement
Read the First Chapter of Rewarding Retirement: How Fiduciary Committees Can Elevate Workers, Companies,...
Read More
Article-feature
Download The Benefit Initiative for Creating a Financially Secure Workforce
QUICK GUIDE Read The Benefit Initiative for Creating a Financially Secure Workforce! Workers...
Read More
Article-feature
401(k) effective and achievable method to improve employees’ financial security
401(k) effective and achievable method to improve employees’ financial security This article,...
Read More

Articles

Header-image
PCI releases 2025 edition of the 401(k) Investment Lineup vs. Passive Scorecard Annual Report
The 10th edition of PCI’s ILPS report analyzes nearly 5,000 defined contribution plans from 2022, comparing...
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dsps-screen-mag-social
The Dog That Didn't Bark!
401(k) Investment Lineup Performance Reporting
A strong investment lineup is essential for helping employees get on track for retirement. Yet, many...
Read More
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America Isn’t Saving Enough: The 401(k) Is Positioned to Do Something About It
America Saves Week is a timely reminder: too many employees aren’t saving enough. Your 401(k) plan is...
Read More
2025-PA-Awards_Top-RPA-1200x675-1
Pension Consultants, Inc. Recognized as a 2025 PLANADVISER Top Retirement Plan Adviser
Pension Consultants, Inc. (PCI) is honored to be named a 2025 PLANADVISER Top Retirement Plan Adviser....
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PCI Named on NAPA’s 2025 List of Nation’s Top DC Advisor Teams
Pension Consultants, Inc. is excited to be featured on NAPA’s 2025 ‘Nation’s Top DC Advisor Teams’ ranking!...
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close-view-hourglass-stand-on-600nw-1891258573
Time Well Spent: 6 Hours a Year to Serve on Your Company’s 401(k) Fiduciary Committee
Fiduciary committees have many important obligations to their participants. Among those, selecting and...
Read More
End_of_Year_Blog_Header-smol
Looking Ahead: 5 Trends Shaping the Future of 401(k) Plans
As 2024 closes and we head into 2025, we’re looking at the trends that will define the coming year. In...
Read More
5b-cover
PCI Reaches $5 Billion AUA/AUM Milestone!
PCI has officially reached $5 billion in total Assets Under Management (AUM) and Assets Under Advisement...
Read More
Headerv1-01-01
Results from PCI’s ILPS Report Finds More Than 60% of 401(k) Plan Investment Lineups Underperform All-Index Lineups
PCI’s 401(k) Investment Lineup vs. Passive Scorecard answers the question 'Do 401(k) investment lineups...
Read More
Financial advisor with clients
The Secret Role Manager Selection Plays in 401(k) Plans
PCI holds a unique position that the added investment performance from successful manager selection makes...
Read More

Short Videos

video2
Read More
RR - Ch
Read More
thumbnail
Read More
cover
Retirement Readiness
This is a video about Fiduciary Heroes
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brokerage-window-liability
Brokerage Window Liability
https://pension-consultants.com/wp-content/uploads/2023/02/Brokerage-Window-Liability-.mp4
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bad-investments-lineup
Bad Investment Lineups
https://pension-consultants.com/wp-content/uploads/2023/02/Bad-Investment-Lineups-.mp4
Read More

On-Demand Webinars

webinar-on-demand-holder-dvr
On-Demand Webinar | Why Most 401(k) Investment Lineups Underperform: Data Isn’t Research
On Demand Webinar Why Most 401(k) Investment Lineups Underperform: Data Isn’t...
View Now
webinar-on-demand-holder
On-Demand Webinar | How 401(k) Fund Changes Can Hide Poor Investment Performance
On Demand Webinar How 401(k) Fund Changes Can Hide Poor Investment Performance WATCH...
View Now
webinar-on-demand-holder-es
On-Demand Webinar | Emergency Savings: The Most Important 401(k) Development Since Auto Features?
On Demand Webinar Emergency Savings: The Most Important 401(k) Development Since...
View Now
webinar-on-demand-holder-ma
On-Demand Webinar | Red Flags with 401(k) Participant Managed Accounts
On Demand Webinar Red Flags with 401(k) Participant Managed Accounts WATCH ON-DEMAND...
View Now
MS-webinar
On-Demand Webinar | The Secret Role Investment Manager Selection Plays in 401(k) Plans
On Demand Webinar The Secret Role Investment Manager Selection Plays in 401(k)...
View Now
close-view-hourglass-stand-on-600nw-1891258573
Featured
Time Well Spent: 6 Hours a Year to Serve on Your Company’s 401(k) Fiduciary Committee
Fiduciary committees have many important obligations to their participants. Among those, selecting and...
Read More
End_of_Year_Blog_Header-smol
Featured
Looking Ahead: 5 Trends Shaping the Future of 401(k) Plans
As 2024 closes and we head into 2025, we’re looking at the trends that will define the coming year. In...
Read More
Headerv1-01-01
Featured
Results from PCI’s ILPS Report Finds More Than 60% of 401(k) Plan Investment Lineups Underperform All-Index Lineups
PCI’s 401(k) Investment Lineup vs. Passive Scorecard answers the question 'Do 401(k) investment lineups...
Read More
Financial advisor with clients
Featured
The Secret Role Manager Selection Plays in 401(k) Plans
PCI holds a unique position that the added investment performance from successful manager selection makes...
Read More
Business persons on meeting in the office
Featured
Investment Returns Matter: How Fiduciary Committee Decisions Impact Retirement Readiness
Fiduciary committees have many important obligations to their participants. Among those, selecting and...
Read More
ILPS__External_Support_Graphics_Featured_Image-03
Featured
Introducing the PCI 401(k) Investment Lineup vs. Passive Scorecard Annual Report
PCI’s 401(k) Investment Lineup vs. Passive Scorecard answers the question 'Do 401(k) investment lineups...
Read More
30 Years Thumbnail (1)
Featured
PCI Turns 30: Join Our Open Celebration on the Square!
On August 1st, 2024, Pension Consultants, Inc. will celebrate 30 incredible years of being part of the...
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woman hand putting money coin into piggy for saving money wealth
Featured
Automatic Salary Deductions Position Employers to Help Employees Get on Track for Retirement
When the Internal Revenue Service (IRS) issued new rules that allowed employees to contribute to 401(k)s...
Read More
180723-investingchart4-design-01
Featured
The Consequences of Early 401(k) Withdrawals
Unfortunately, this is a very common choice that individuals make when leaving their employers. Although...
Read More
Young african american woman presenting her glass savings jar with a budding plant growing out from it at home
Featured
5 Reasons Emergency Savings Within 401(k)s Are a Great Idea
American workers are financially struggling. They are worrying about unforeseen expenses and feeling...
Read More

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© 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