Pension Consultants, Inc.

Firm Profile

FIRM PROFILE
Pension Consultants helps employers provide the best retirement plan to their employees while minimizing employer risk. We are a specialized retirement plan adviser, focused solely on providing performance-driven retirement plan management. Since 1994, we have been providing consultation in the four areas of retirement plan management: ERISA, Investments, Participant and Vendor, and have four distinct teams, each with their own subject matter experts that work with plan sponsors. Each of our professionals is highly specialized, holding JD, CFA®, CFP® or QPA credentials and is dedicated to consulting plan sponsors in their area of expertise.

Today Pension Consultants has grown to serve clients with retirement plans of all sizes and in locations around the Midwest and Southern United States. With that growth, we also stay true to our firm’s core values. Our purpose is “to improve the financial security of American workers” and serves as a constant reminder of who we are as a company and what we are working every day to accomplish. By building into our company culture this idea that we are defined by this one constant, and that everything else should be evolving and improving, we continue to move forward, providing our clients in the retirement planning industry with the high service standards that made us successful in the first place. CFA® is a trademark owned by CFA Institute. Pension Consultants, Inc. is registered with U.S. Securities and Exchange Commission as an investment adviser.

KEY CONTACTS
Brian Allen, (417) 889-4918, brian@pension-consultants.com
Todd Hughes, (417) 889-4918, thughes@pension-consultants.com
Cody Mendenhall, (417) 889-4918, cmendenhall@pension-consultants.com
Rhonda Wright, (417) 889-4918, rwright@pension-consultants.com
WEBSITE pension-consultants.com

PRIMARY MARKET(S) SERVED
Mid – ($10 million – $100 million)
Large – ($100 million – $250 million)

OPTIONS AVAILABLE
• Business development consultants
• 3rd party vendor analysis tool
• 3rd party investment analysis tool
• Benchmarking tools
• Participant advice/participant services
• Allows fiduciary declaration 3(21)/3(38)
• Custom risk based/target date models
• Plan sponsor fiduciary training
• Stable value analysis
• Minimum fee schedules

3rd Party Clearing BD: N/As