About Pension Consultants INC
<p>Founded in 1994 and headquartered in Minneapolis in the Twin Cities metro, Pension Consultants INC works with employers on retirement plan oversight and investment management.</p> <p>The firm provides ERISA fiduciary support as a <a href="/plan-advisors">plan advisor</a>, including both 3(21) and 3(38) services. It also helps plan sponsors with plan design decisions, participant advice, and day-to-day compliance support tied to running a workplace retirement program.</p> <p>Pension Consultants INC reports $4.9B in AUM (2026). Clients often use the firm to clarify fiduciary roles and delegate investment responsibilities where appropriate, while keeping plan governance and documentation organized.</p> <p>What sets the firm apart is the ability to combine 3(38) investment discretion with practical support for plan design and participant guidance, so sponsors have one advisory partner for both governance and investments.</p> <ul> <li>ERISA 3(21) fiduciary advice</li> <li>ERISA 3(38) investment manager services</li> <li>Plan design and ongoing plan review</li> <li>Participant advice and education support</li> <li>Retirement plan compliance support</li> </ul>
Website: https://twitter.com/retireadvisers
Founded: 1994
Office Locations
- Minneapolis, MN (Headquarters)
Services Offered
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $4.9B
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| VETERANS UNITED HOME LOANS 401(K) PLAN | MORTGAGE RESEARCH CENTER LLC, MO | $484M | 4,232 |
| DINSDALE FINANCIAL INSTITUTIONS 401(K) PROFIT SHARING PLAN | DINSDALE FINANCIAL INSTITUTIONS, NE | $358M | 2,073 |
| WERNER ENTERPRISES, INC. AND SUBSIDIARIES EMPLOYEES' 401(K) RETIREMENT SAVINGS PLAN | WERNER ENTERPRISES, INC., NE | $310M | 9,919 |
| MFA INCORPORATED RETIREMENT PLAN | MFA INCORPORATED, MO | $230M | 1,118 |
| FREEMAN EMPLOYEE SAVINGS PLAN | FREEMAN HEALTH SYSTEM, MO | $213M | 4,778 |
| 401(k) Retirement Plan | Healthcare Sponsor, MO | $155M | 551 |
| 401(k) Retirement Plan | Manufacturing Sponsor, MO | $154M | 1,889 |
| 401(k) Retirement Plan | Professional Services Sponsor, MO | $150M | 12,661 |
| 401(k) Retirement Plan | Technology Sponsor, MO | $150M | 841 |
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