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- Custodian
- Broadridge · Empower · John Hancock
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-23-1999
- Office Locations
- 1
Office Locations
About Pension Consultants INC
Pension Consultants Inc (PCI) specializes in 401(k) retirement plan management for employer plan sponsors and fiduciary committees, taking accountability for getting participants on track for retirement. The firm aligns KPIs across contribution behavior, investment lineup performance, and plan fees, and supports vendor search/management alongside ongoing investment monitoring. PCI publishes quarterly results tied to income-replacement projections and net-of-fee performance vs an all-index lineup.
Reported data analysis
What the numbers show
Between March 3, 2025 and March 31, 2026, reported AUM increased 10.2%, from $4.9B to $5.4B.
Across 5 reported observations, AUM increased 6.7% between July 1, 2022 and March 31, 2026, from $5.1B to $5.4B.
Of the latest reported AUM, 46.3% is discretionary and 53.7% is non-discretionary.
The firm reports 6 advisory representatives and 94 clients, or 15.7 clients per representative. That equates to $57.7M in reported AUM per client.
The profile lists 1 reported office location and 27 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Pension Consultants INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRIAN DAVID ALLEN
Chairman, Founder
- CRD
- #2020476
- Ownership
- 25% but less than 50%
ZACHARY H ALLEN
Chief Executive Officer, Chief Investment Officer
- CRD
- #6376646
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Michaela Hutchison
--
- CRD
- #8035384
Eric D McGuire
--
- CRD
- #8168101
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,511,333,334 | $18,602,469 |
| Non-Discretionary | $2,912,616,986 | $145,630,849 |
| Total | $5,423,950,320 | $34,993,228 |
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Separately Managed Accounts
SMA allocation detail is available
Pension Consultants INC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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