Company lists · Data refreshed September 2026

Top 25 Pension plan consulting firms based in the United States

Name: Pension plan consulting firms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 1,000 companies tracked

RevenueBase identified 1,000 pension plan consulting firms headquartered in the United States as of September 2026 and tracks 39,684 professional contacts across them, including 20,888 with verified work emails and 13,556 with mobile numbers. Houston is the largest hub.

This list covers pension plan consulting firms headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 5, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 5, 2026 86% judged on-target in blind review

1,000Companies

39,684Contacts tracked

20,888Verified emails

13,556Mobile numbers

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The 25 largest pension plan consulting firms based in the United States

Ranked by team size

Top 25 of 1,000 pension plan consulting firms based in the United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. RevenueBase Smart Search rates how each company's information relates to pension plan consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Mercer	Indirect evidence	New York, NY, United StatesHQ checked Sep 5, 2026	10001+	20,868 contacts →
	Indirect evidence “At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.” Source: RevenueBase Database · checked Sep 5, 2026
2	Milliman	Partial evidence	Seattle, WA, United StatesHQ checked Sep 5, 2026	1,001-5,000	4,350 contacts →
	Partial evidence “Milliman is among the world’s largest independent actuarial and consulting firms.” Source: RevenueBase Database · checked Sep 5, 2026
3	Captrust	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 5, 2026	1,001-5,000	1,768 contacts →
	Partial evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: RevenueBase Database · checked Sep 5, 2026
4	SEGAL	Partial evidence	New York, NY, United StatesHQ checked Sep 5, 2026	1,001-5,000	1,149 contacts →
	Partial evidence “Segal is a leading employee-owned consulting firm with more than 1,100 professionals across North America, including 150+ credentialed actuaries.” Source: RevenueBase Database · checked Sep 5, 2026
5	USI Consulting Group	Strong evidence	Glastonbury, CT, United StatesHQ checked Sep 5, 2026	501-1,000	453 contacts →
	Strong evidence “USI Consulting Group (USICG), an industry leading, full-service retirement plan consulting and benefits administration firm, has been helping employers enable their workforce to…” Source: RevenueBase Database · checked Sep 5, 2026
6	Pentegra Retirement Services	Partial evidence	White Plains, NY, United StatesHQ checked Sep 5, 2026	201-500	293 contacts →
	Partial evidence “Pentegra is a leading provider of retirement plan and fiduciary outsourcing solutions nationwide.” Source: RevenueBase Database · checked Sep 5, 2026
7	Meketa Investment Group	Partial evidence	Westwood, MA, United StatesHQ checked Sep 5, 2026	201-500	259 contacts →
	Partial evidence “Meketa Investment Group is an independent, full-service investment consulting and advisory firm.” Source: RevenueBase Database · checked Sep 5, 2026
8	The Retirement Plan Company, LLC	Partial evidence	Nashville, TN, United StatesHQ checked Sep 5, 2026	501-1,000	249 contacts →
	Partial evidence “The Retirement Plan Company (TRPC) delivers comprehensive recordkeeping and administration services to retirement plan sponsors, investment advisors, and third-party…” Source: RevenueBase Database · checked Sep 5, 2026
9	Definiti LLC	Strong evidence	Cary, NC, United StatesHQ checked Sep 5, 2026	201-500	231 contacts →
	Strong evidence “From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing, recordkeeping and 3(16) fiduciary services, Definiti helps organizations…” Source: RevenueBase Database · checked Sep 5, 2026
10	Nova 401 K Associates	Partial evidence	Houston, TX, United StatesHQ checked Sep 5, 2026	51-200	213 contacts →
	Partial evidence “Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans.” Source: RevenueBase Database · checked Sep 5, 2026
11	EGPS	Strong evidence	New York, NY, United StatesHQ checked Sep 5, 2026	51-200	208 contacts →
	Strong evidence “Economic Group Pension Services (EGPS), a Blue Ridge Company, delivers retirement plan administration and consulting services.” Source: RevenueBase Database · checked Sep 5, 2026
12	July Business Services	Indirect evidence	Waco, TX, United StatesHQ checked Sep 5, 2026	201-500	197 contacts →
	Indirect evidence “For over 30 years, JULY has helped financial advisors, TPAs, and employers build stronger retirement futures.” Source: RevenueBase Database · checked Sep 5, 2026
13	Planmember Financial Corporation	Indirect evidence	Carpinteria, CA, United StatesHQ checked Sep 5, 2026	51-200	191 contacts →
	Indirect evidence “Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500…” Source: RevenueBase Database · checked Sep 5, 2026
14	October Three Consulting	Strong evidence	Chicago, IL, United StatesHQ checked Sep 5, 2026	201-500	178 contacts →
	Strong evidence “October Three Consulting, LLC is a full service actuarial, consulting and technology firm that is a leading force behind the reemergence of defined benefit plans across the…” Source: RevenueBase Database · checked Sep 5, 2026
15	Epic Retirement Plan Services	Strong evidence	Rochester, NY, United StatesHQ checked Sep 5, 2026	201-500	175 contacts →
	Strong evidence “EPIC Retirement Plan Services provides banks, trust companies, investment advisors, and TPAs with the very best in retirement plan consulting and recordkeeping services.” Source: RevenueBase Database · checked Sep 5, 2026
16	The Retirement Advantage, Inc. TRA	Partial evidence	Appleton, WI, United StatesHQ checked Sep 5, 2026	201-500	142 contacts →
	Partial evidence “As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth…” Source: RevenueBase Database · checked Sep 5, 2026
17	Rvk, INC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 5, 2026	51-200	139 contacts →
	Indirect evidence “RVK is a national firm with headquarters in Portland, OR and regional offices in Boise, ID; Chicago, IL; and New York, NY.” Source: RevenueBase Database · checked Sep 5, 2026
18	Linea Solutions	Strong evidence	Marina Del Rey, CA, United StatesHQ checked Sep 5, 2026	51-200	132 contacts →
	Strong evidence “Linea Solutions provides information technology and management consulting Services for pension and benefit funds and insurance and workers' compensation organizations across the…” Source: RevenueBase Database · checked Sep 5, 2026
19	MAP Retirement	Indirect evidence	Appleton, WI, United StatesHQ checked Sep 5, 2026	51-200	130 contacts →
	Indirect evidence “Thank you for visiting our company page!” Source: RevenueBase Database · checked Sep 5, 2026
20	NWPS	Partial evidence	Seattle, WA, United StatesHQ checked Sep 5, 2026	51-200	123 contacts →
	Partial evidence “Advisors want a retirement plan provider who gets their client's needs, takes care of the details and offers proactive support.” Source: RevenueBase Database · checked Sep 5, 2026
21	Pars Public Agency Retirement Services	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	51-200	118 contacts →
	Indirect evidence “PARS (Public Agency Retirement Services) empowers public agencies to serve their communities more efficiently by offering customized retirement solutions that lower costs and…” Source: RevenueBase Database · checked Sep 5, 2026
22	Bolton	Partial evidence	Towson, MD, United StatesHQ checked Sep 5, 2026	51-200	117 contacts →
	Partial evidence “We are a full service employee benefits, actuarial, investment, compensation, and HR consulting firm with over 40 years of experience providing consulting services to clients in…” Source: RevenueBase Database · checked Sep 5, 2026
23	Strategic Retirement Partners	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 5, 2026	51-200	116 contacts →
	Indirect evidence “At Strategic Retirement Partners, our mission and philosophy is simple; Help drive positive retirement outcomes for all who participate by providing investment guidance to…” Source: RevenueBase Database · checked Sep 5, 2026
24	Cheiron	Partial evidence	Mclean, VA, United StatesHQ checked Sep 5, 2026	51-200	100 contacts →
	Partial evidence “Cheiron (pronounced ki´• ron) is an employee-owned, full-service actuarial and financial consultancy, advising a national client base of public employers, Taft-Hartley plans…” Source: RevenueBase Database · checked Sep 5, 2026
25	Gabriel, Roeder, Smith & Company	Partial evidence	Southfield, MI, United StatesHQ checked Sep 5, 2026	51-200	93 contacts →
	Partial evidence “Founded in 1938, Gabriel, Roeder, Smith & Company (GRS) is a national actuarial and benefits consulting firm.” Source: RevenueBase Database · checked Sep 5, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: pension plan consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names pension plan consulting firms.
Partial evidence: Its own public description names part of pension plan consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name pension plan consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 1,000 pension plan consulting firms based in the United States

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Pension plan consulting firms based in the United States at a glance

As of Sep 5, 2026

52.6%Verified-email coverage

34.2%Mobile-number coverage

39.7Average contacts per company

1-10Median size (employees)

1.6%Largest-city concentration · Houston

Sep 5, 2026Page data refreshed

Companies by employee count

1-10

562

11-50

335

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

19,1860–30

1,38331–60

961–90

290–180

308180+

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among pension plan consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “pension plan consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names pension plan consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among pension plan consulting firms, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 20,888 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 5, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names pension plan consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many pension plan consulting firms are there based in the United States?

RevenueBase identified 1,000 pension plan consulting firms headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Mercer, headquartered in New York, tops this list with the largest team on record.

Which city has the most pension plan consulting firms?

Houston leads with 16 headquartered companies, followed by New York (16) and Atlanta (13).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 20,888 verified decision-maker contacts tracked across these 1,000 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 5, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.