About Us

Expertise & Independence

PCI is an independent consulting firm specializing in the design, implementation, and administration of Cash Balance Plans, Defined Benefit Plans, and 401(k) Profit Sharing Plans.
We are staffed with high-level professionals that include:
- Principal that is a Certified Public Accountant (CPA) with over 30 years of experience, who is a member of the American Institute of Certified Public Accountants and the Minnesota Society of Certified Public Accountants.
- Principal that is a Certified Pension Consultant (CPC), Qualified Pension Administrators (QPA), and Qualified 401(k) Administrators (QKA) with over 15 years of experience with retirement plans.
- In-house staff Enrolled Actuaries, each with over 15 years of Pension Actuarial experience.
- Other professionals that are Qualified 401(k) Administrators (QKA), Qualified Pension Administrators (QPA), and Plan Consultants.
Since we work on a fee for service basis only and neither accept commissions nor sell any funding products, we maintain our complete independence.

Founded in 1978 to fill the need for a firm to handle retirement plan consulting and administrative services for small and medium sized clients without requiring the purchase of insurance or investment products.

We do business in states ranging from Alaska to California to Florida to New York.
Clients include but are not limited to:
- Medical groups
- Manufacturing companies
- Insurance companies
- Computer consulting firms
- Contractors
- Dental groups
- Banks
- Sales representatives
- Law offices
- CPA offices
We work extensively with closely held businesses. Our goal is to develop and maintain a close relationship with the owners as well as their legal and financial advisors.
We continually strive to provide our clients with the highest level of confidence that their retirement plan is being taken care of with a minimum amount of effort from the management of the company.