Services

Participant Management
Investment Management
Vendor Management

Participant Contribution Management

Our experts help your employees make sufficient contributions to replace enough of their current income upon retirement. Through our transparent, easy-to-understand reports, you’ll understand how prepared participants will be for retirement.

Services provided Includes:

  • Guidance on auto-enrollment and auto-escalation levels, as well as when to use auto re-enrollment
  • Guidance on appropriate match structure
  • One-on-one participant retirement guidance
  • Transparent reporting on your employee’s projected income replacement
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Investment Lineup Management

Our Investment Committee selects and manages your plan’s investment menu with the goal of out-performing an all-index lineup. By measuring the lineup as a whole and comparing it to a relevant benchmark lineup, you’ll gain a clearer picture of your lineup’s true performance and our manager selection skill.

Services provided Includes:

  • 3(38) Fiduciary investment services
  • Establishment of an Investment Policy Statement
  • Comprehensive and proprietary investment research
  • Selection, management, and benchmarking of investment lineup
  • Transparent reporting on your investment lineup’s performance
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Plan Fee Management

Our experts benchmark, select, and negotiate with the right service providers for your plan and monitor their fees on a consistent basis. You’ll have a clear understanding of how much your plan is paying for services and how your plan’s fees compare with others of similar size.

Services provided Includes:

  • Limited 3(16) Fiduciary services
  • Comprehensive and proprietary service provider research, and due diligence
  • Selection, monitoring, and benchmarking of service providers and their fees
  • Vendor searches, negotiations, and Requests for Proposals (RFPs), if needed
  • Transparent reporting on your plan’s fee performance
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What people say about us

Andrew Hedgpeth at CoxHealth

Springfield, Missouri

CoxHealth is committed to providing an elite retirement plan for our employees. When we hired PCI, we knew they shared our goal and demonstrated the ability to accomplish it. We have helped thousands of employees retire on time with the retirement funds they need to sustain the lifestyle they desire.

Brad Phillips at Ozark Orthopaedics, P.A.

Fayetteville, Arkansas

PCI has a tremendous focus on what it takes to manage a successful retirement plan. They are very clear and accountable in reporting plan results, and we trust PCI to get our people ready for retirement. PCI is the top relationship I have with any outside provider, in any area.

Margo Quinlan at Schnuck Markets, Inc.

St. Louis, Missouri

I’ve overseen benefit plans my entire career, so I know what it takes to build a successful 401(k) plan for thousands of employees. We need a specialized expert to help us accomplish what our employees deserve. That is why we hired PCI. It is extremely rewarding to help prepare our employees for retirement. And the way to do this is to partner with someone that focuses on the results our employees need.

Nick Wakefield at Ascend

Atlanta, Georgia

We have a great 401(k) and we got where we are because of PCI and their model. Our participants are better prepared for retirement. You succeed in business because of the people you work with. We are better because of PCI.

Stephanie Farley at Berry Companies, Inc.

Wichita, Kansas

We feel very well taken care of by PCI. We truly feel like PCI takes the time to understand our culture and what our priorities are, and our business relationship reflects that. Under PCI’s guidance, our plan has continually outperformed benchmarks, and we feel very confident we are in good hands. The value of our services far outweigh the fees we pay – PCI has earned our loyalty!

Shelly Cable at Mountaire Corporation

Little Rock, Arkansas

It is our desire to offer a great retirement plan to our employees. Thanks to PCI, we have been doing that for years. If we had continued with the traditional way of running our plan, many of our participants would not be ready for retirement.

Jeff Danielson at Avian LLC

Lexington Park, Maryland

Prior to hiring PCI, we thought we had a “good” plan. We had little awareness that the quality of our 401(k) could and should be measured for specific outcomes to determine retirement readiness. PCI helped us understand the key drivers to measure and action to take to achieve the results our participants need to be on track for retirement. We also appreciate PCI’s guidance in vendor decisions and unique performance fee accountability.
Each testimonial above was received from a current client of PCI. No compensation, goods, or services were exchanged for any testimonial.

Do you have a question?

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    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.
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