As we head into the fourth quarter of 2024, we’re proud to announce that PCI has surpassed $5 billion in total Assets Under Management (AUM) and Assets under Advisement (AUA)!
Based on the asset sizes of DC advisers provided by the last 2024 NAPA Top DC Advisor Teams, we are very proud to remain among the top 100 advisers in the nation and the largest DC adviser based in Missouri.
Despite this milestone, there’s still a challenge facing retirement plans today: not enough employees are on track for retirement. As we celebrate 30 years of dedicated service to improving the financial security of American workers, our mission stays true. We believe the true goal of retirement plans is to bridge this gap and help participants achieve retirement readiness.
Since our founding in 1994, we’ve been at the forefront of innovation in retirement plan management, setting industry standards and shaping the future of fiduciary responsibility. From the beginning, we’ve been committed to excellence, even naming our company “Pension” before securing a single plan client. In 1996, we hosted our landmark Pension Focus conference, empowering and educating fiduciaries well before it became the industry norm. We were also one of the first firms in the nation to accept fiduciary responsibility in writing.
Our journey over the past three decades has been fueled by hard teamwork, visionary leadership from our founder, Brian Allen, CFP®, and the trust of our clients.
Every dollar we manage represents real people with real futures. We remain dedicated to delivering retirement plans that help participants retire on time and with dignity.
We are proud of how far we’ve come and grateful to our team and clients for making this journey possible. Here’s to many more years of growth, service, and making a lasting impact on the lives of American workers!
