Your Local Retirement Plan Experts, Right Here in Connecticut
Serving employers nationwide from New England for over 50 years.
Our Mission
Making retirement work for everyone.
Pension Consultants is a client-focused retirement plan administration firm, proudly serving employers nationwide for over 50 years from our headquarters in New England. With a staff of 30, including 20 Defined Contribution consultants and a separate Defined Benefit Actuarial Team, we have built our reputation on high-touch service and deep expertise for our clients, from sole proprietors to employers with complex plans.
Making Retirement Work for Everyone
Personal design. Local service. National support.
Pension Consultants is uniquely positioned to take on any challenge for any client. Whether you’re a sole proprietor, such as a dentist, lawyer, or doctor, who needs a solution like a 401(k) or Cash Balance Plan, or an employer in Connecticut's small business community, we can design a plan tailored to your business that helps you minimize your tax liability, maximize your retirement savings, and attract and retain your employees.
1,500
Total Plans Administered
15
Recordkeeping Partners
24
Retirement Consultants
$5B
Assets Under Management
125
New Plan Designs / Year
15
Avg. Years of Client Tenure
Backed by Strongpoint’s national infrastructure and resources, so we can meet any challenge.
450+ Retirement Analysts
~3K New Plan Designs Per Year
$62B+ Assets Under Management
33K+ Total Plans Administered
~9.5 Avg. Years of Client Tenure
35+ Avg. Years of Design Specialist Tenure
450+ Retirement Analysts ~3K New Plan Designs Per Year $62B+ Assets Under Management 33K+ Total Plans Administered ~9.5 Avg. Years of Client Tenure 35+ Avg. Years of Design Specialist Tenure
How We Serve You
Detailed consulting. Customized solutions. Compliance you can count on.
Every organization approaches its retirement plan from a unique perspective. Employers are focused on attracting and retaining top talent, while employees are working toward a secure, timely retirement. At the same time, HR teams are tasked with managing complex fiduciary responsibilities and navigating evolving DOL and IRS regulations. At Pension Consultants, we know there's no one-size-fits-all solution. The detailed consulting and census analysis we perform each year sets us apart from our competitors, and it means that with our team handling the complexities of compliance, you're free to focus on leading and growing your business.
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![PCI focuses on annual plan administration from January to March, including ongoing retirement plan design review, annual notices, data request management, and data cleansing and validation.]()
January - March
With an ACP/ADP testing deadline of March 15th, our team is focused on census file collection, and data verification and cleansing. We complete robust testing protocols that ensure our clients are maximizing their retirement objectives while maintaining a plan compliant with constantly changing regulations.
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![PCI focuses on milestones for Annual Plan Administration, Data Cleansing & Validation, and Annual Contributions from April to June.]()
April - June
In Q2, our team is focused on data accuracy and completeness as we begin the 5500 filing process. With ongoing support for plan participants and reconciliation procedures with record keepers underlying the data needed for 5500 production, we’re also leveraging insight to help you plan for future tax planning.
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![PCI focuses on tasks like annual contributions, asset reconciliation, annual testing, and annual reporting from July to September.]()
July - September
As we prepare for the October 15th 5500 filing deadline we’re prioritizing any corrections, testing concerns, or outstanding data requests needed to ensure a plan’s ongoing compliance. We also use this window to discuss future needs, as identified by our testing and report prep, as we plan for the coming fiscal year.
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![PCI focuses on Annual Plan Administration and Annual Reporting from October to December.]()
October - December
With all 5500s filed, signed, and complete by October 15th, we focus on reviewing testing procedures for the following year to adjust to any changes in regulatory guidance. We also use this time to meet with all customers to ensure their plan continues to meet their strategic objectives.
For Our Trusted Partners
Recordkeepers, Accountants, and Financial Advisors are our valued partners.
Pension Consultants is proud to have partnered with Recordkeepers, Accountants, Financial Advisors, CPAs, and attorneys for decades. Our relationships with these trusted partners, like you, will always be highly valued by our team. Our reputation for responsive service and accurate, personalized plan administration has made us a trusted partner for retirement solutions across Connecticut and New England. We don't take that recognition lightly, which is why we are committed to collaboration and partnership.
We’re Here to Help