Insights

256 articles

Sort by:

19 December

by Pension Consultants, Inc.

Retirement's Evolving Landscape: A Recap of 2023's Key Developments

As we turn the page on 2023, in our latest article, we looked back at some of the industry-defining news that made its mark on the retirement world in 2023. Read on for our top stories of the year.

READ MORE

08 September

by Pension Consultants, Inc.

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 interests, every fee carries weight. With managed accounts, the extra charges can be a substantial detriment to participants’ retirement readiness.

READ MORE

25 August

by Pension Consultants, Inc.

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 that, under the best circumstances, managed accounts offer true benefits to only a few plan participants who have specific and unique circumstances. However, for the majority of participants, these accounts are likely to resemble Target Date Funds (TDFs), with the added drawback of higher fees and potentially lower returns.

READ MORE

29 June

by Dan Schuler

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 feel comfortable and confident navigating the rules of their retirement plan.

READ MORE

18 May

by Pension Consultants, Inc.

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) The PSN is a digital hub connecting retirement plan record keepers and plan sponsors aiming to reduce cash outs by introducing auto portability for employees leaving their job with a balance under $5,000.

READ MORE

17 April

by Pension Consultants, Inc.

PCI Named on NAPA’s 2022 Top DC Advisor Multi-Office Firms List

Pension Consultants, Inc. is excited to be featured on NAPA’s 2022 ‘Top DC Multi-Office Advisor Teams’ ranking! Based on the asset sizes of those who submitted to be included on the list, we are very proud to be among the top 20 advisers in the nation and the largest DC adviser based in Missouri.

READ MORE

Lets Get Started

Ready to Evaluate Your Plan’s Performance?

Ready to Evaluate Your Plan’s Performance?

Get Started
 

Ready to Evaluate Your Plan’s Performance?


How we can be helpful

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.