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, how directly it supports the match, 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 SmartSearch, 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 Match evidence 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. Evidence rates how directly each company's own description names pension plan consulting firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	MercerIndirect evidence	New York, NY, United StatesHQ checked Sep 5, 2026	10001+	20,868
	“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: company website · checked Sep 5, 2026
2	MillimanPartial evidence	Seattle, WA, United StatesHQ checked Sep 5, 2026	1,001-5,000	4,350
	“Milliman is among the world’s largest independent actuarial and consulting firms.” Source: company website · checked Sep 5, 2026
3	CaptrustPartial evidence	Raleigh, NC, United StatesHQ checked Sep 5, 2026	1,001-5,000	1,768
	“CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: company website · checked Sep 5, 2026
4	SEGALPartial evidence	New York, NY, United StatesHQ checked Sep 5, 2026	1,001-5,000	1,149
	“Segal is a leading employee-owned consulting firm with more than 1,100 professionals across North America, including 150+ credentialed actuaries.” Source: company website · checked Sep 5, 2026
5	USI Consulting GroupStrong evidence	Glastonbury, CT, United StatesHQ checked Sep 5, 2026	501-1,000	453
	“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: company website · checked Sep 5, 2026
6	Pentegra Retirement ServicesPartial evidence	White Plains, NY, United StatesHQ checked Sep 5, 2026	201-500	293
	“Pentegra is a leading provider of retirement plan and fiduciary outsourcing solutions nationwide.” Source: company website · checked Sep 5, 2026
7	Meketa Investment GroupPartial evidence	Westwood, MA, United StatesHQ checked Sep 5, 2026	201-500	259
	“Meketa Investment Group is an independent, full-service investment consulting and advisory firm.” Source: company website · checked Sep 5, 2026
8	The Retirement Plan Company, LLCPartial evidence	Nashville, TN, United StatesHQ checked Sep 5, 2026	501-1,000	249
	“The Retirement Plan Company (TRPC) delivers comprehensive recordkeeping and administration services to retirement plan sponsors, investment advisors, and third-party…” Source: company website · checked Sep 5, 2026
9	Definiti LLCStrong evidence	Cary, NC, United StatesHQ checked Sep 5, 2026	201-500	231
	“From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing, recordkeeping and 3(16) fiduciary services, Definiti helps organizations…” Source: company website · checked Sep 5, 2026
10	Nova 401 K AssociatesPartial evidence	Houston, TX, United StatesHQ checked Sep 5, 2026	51-200	213
	“Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans.” Source: company website · checked Sep 5, 2026
11	EGPSStrong evidence	New York, NY, United StatesHQ checked Sep 5, 2026	51-200	208
	“Economic Group Pension Services (EGPS), a Blue Ridge Company, delivers retirement plan administration and consulting services.” Source: company website · checked Sep 5, 2026
12	July Business ServicesIndirect evidence	Waco, TX, United StatesHQ checked Sep 5, 2026	201-500	197
	“For over 30 years, JULY has helped financial advisors, TPAs, and employers build stronger retirement futures.” Source: company website · checked Sep 5, 2026
13	Planmember Financial CorporationIndirect evidence	Carpinteria, CA, United StatesHQ checked Sep 5, 2026	51-200	191
	“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: company website · checked Sep 5, 2026
14	October Three ConsultingStrong evidence	Chicago, IL, United StatesHQ checked Sep 5, 2026	201-500	178
	“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: company website · checked Sep 5, 2026
15	Epic Retirement Plan ServicesStrong evidence	Rochester, NY, United StatesHQ checked Sep 5, 2026	201-500	175
	“EPIC Retirement Plan Services provides banks, trust companies, investment advisors, and TPAs with the very best in retirement plan consulting and recordkeeping services.” Source: company website · checked Sep 5, 2026
16	The Retirement Advantage, Inc. TRAPartial evidence	Appleton, WI, United StatesHQ checked Sep 5, 2026	201-500	142
	“As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth…” Source: company website · checked Sep 5, 2026
17	Rvk, INCIndirect evidence	Portland, OR, United StatesHQ checked Sep 5, 2026	51-200	139
	“RVK is a national firm with headquarters in Portland, OR and regional offices in Boise, ID; Chicago, IL; and New York, NY.” Source: company website · checked Sep 5, 2026
18	Linea SolutionsStrong evidence	Marina Del Rey, CA, United StatesHQ checked Sep 5, 2026	51-200	132
	“Linea Solutions provides information technology and management consulting Services for pension and benefit funds and insurance and workers' compensation organizations across the…” Source: company website · checked Sep 5, 2026
19	MAP RetirementIndirect evidence	Appleton, WI, United StatesHQ checked Sep 5, 2026	51-200	130
	“Thank you for visiting our company page!” Source: company website · checked Sep 5, 2026
20	NWPSPartial evidence	Seattle, WA, United StatesHQ checked Sep 5, 2026	51-200	123
	“Advisors want a retirement plan provider who gets their client's needs, takes care of the details and offers proactive support.” Source: company website · checked Sep 5, 2026
21	Pars Public Agency Retirement ServicesIndirect evidence	Newport Beach, CA, United StatesHQ checked Sep 5, 2026	51-200	118
	“PARS (Public Agency Retirement Services) empowers public agencies to serve their communities more efficiently by offering customized retirement solutions that lower costs and…” Source: company website · checked Sep 5, 2026
22	BoltonPartial evidence	Towson, MD, United StatesHQ checked Sep 5, 2026	51-200	117
	“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: company website · checked Sep 5, 2026
23	Strategic Retirement PartnersIndirect evidence	Indianapolis, IN, United StatesHQ checked Sep 5, 2026	51-200	116
	“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: company website · checked Sep 5, 2026
24	CheironPartial evidence	Mclean, VA, United StatesHQ checked Sep 5, 2026	51-200	100
	“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: company website · checked Sep 5, 2026
25	Gabriel, Roeder, Smith & CompanyPartial evidence	Southfield, MI, United StatesHQ checked Sep 5, 2026	51-200	93
	“Founded in 1938, Gabriel, Roeder, Smith & Company (GRS) is a national actuarial and benefits consulting firm.” Source: company website · checked Sep 5, 2026

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

1-10Median size (employees)

HoustonLargest hub · 16 HQs

13,556Contacts with mobile numbers

Sep 5, 2026Data 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+

Verified emails by last verification

0–30

19,186

31–60

1,383

61–90

90–180

180+

308

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 evidence 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 SmartSearch, 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.
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 an evidence 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

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 SmartSearch, 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.