The Pension 401k provides turnkey, low-cost 401(k) plans designed to function like traditional pension plans. They act as the investment manager, select diversified portfolios, and provide ongoing investment management. They also offer support services such as plan design guidance and coordination with other service providers. Additionally, they offer fiduciary awareness, assessment, and training services.
Assets Under Management$8.2M
Clients13
Advisors3
Avg. per Client$630K
Avg. per Advisor$2.7M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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