Pension Advisors
NFP, an Aon company, provides Risk Capital and Human Capital advisory services — insurance brokerage, retirement advisory, executive benefits, and wealth management — to enterprise clients across 17+ industry verticals in the U.S., Canada, UK, and Ireland.
- Company typePrivate
- Founded1999
- HeadquartersCleveland, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Pension Advisors does
NFP, an Aon company, is a professional advisory firm organized around two integrated divisions: Risk Capital and Human Capital. The Risk Capital division delivers insurance brokerage, property and casualty coverage, specialty risk placement, personal risk services, and actuarial/captive solutions across 17+ industry verticals. The Human Capital division provides employee benefits administration, retirement advisory, executive benefits design, talent solutions, and wealth management. As a wholly-owned subsidiary of Aon plc, NFP leverages Aon's global carrier relationships, reinsurance placement capabilities, and risk data analytics while maintaining its own advisor-led service model.
The firm operates through a network of physical offices across the United States (New York, Austin), Canada (Toronto), the United Kingdom (Birmingham), and Ireland (Dublin), supported by an online professional directory that allows clients to locate specialists by name or industry. Distribution is anchored in direct enterprise advisory engagements rather than self-service digital products. Network affiliates Benefits Partners and PartnersFinancial extend NFP's distribution into ancillary benefits and financial planning. Service delivery is supported by a content marketing engine including industry-specific microsites, the NFP Insights portal, the "Humans Resourced" podcast, an annual Benefits Trend Report, and a Compliance Corner resource for regulatory guidance.
Revenue is generated through professional advisory and consulting services rather than transaction-based or platform-based pricing models. Customer mix is enterprise across verticals including agribusiness, aviation, construction, education, energy, financial institutions, healthcare, hospitality, manufacturing, municipalities, nonprofit, real estate, and sports and entertainment. Pricing is not publicly disclosed. Founded date, headcount, and historical revenue are not provided in the source material.
Pension Advisors firmographics
Firmographics- Name
- Pension Advisors
- Legal name
- NFP, an Aon company
- Website
- https://pa401k.com
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- NFP, an Aon company, provides Risk Capital and Human Capital advisory services — insurance brokerage, retirement advisory, executive benefits, and wealth management — to enterprise clients across 17+ industry verticals in the U.S., Canada, UK, and Ireland.
- Ownership category
- akta.pro rank
Pension Advisors industry classification
Industry- Product category
- Insurance and Benefits Brokerage
- NAICS
- Portfolio Management and Investment Advice (523940), Insurance Agencies and Brokerages (52421), Insurance Agencies and Brokerages (524210)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
- akta.pro secondary industries
- Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)
Keywords
Where Pension Advisors is headquartered
LocationHeadquarters
- HQ city
- Cleveland
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
Pension Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D
Revenue model
- Advisory and Consulting Services: NFP generates revenue through professional advisory services across risk capital and human capital domains, including employee benefits consulting, retirement advisory, executive benefits, wealth management, and risk management services. The company operates as a subsidiary of Aon plc.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
Pension Advisors product offering
Product offeringCore offering
Pension Advisors (operating as NFP, an Aon company) provides professional advisory services across two integrated domains: Risk Capital (insurance brokerage, property and casualty, specialty coverage, claims management, and personal risk) and Human Capital (employee benefits, executive benefits, retirement plan advisory, talent solutions, and wealth management). Services are delivered to corporate clients across 17+ industry verticals as well as high-net-worth individuals via a network of offices in the U.S., Canada, UK, and Ireland.
Product overview
NFP, an Aon company, offers a comprehensive suite of Risk Capital and Human Capital solutions. The Risk Capital division provides property and casualty insurance, specialty coverage expertise, personal risk services, and actuarial/captive services. The Human Capital division delivers employee benefits, executive benefits, retirement advisory, talent solutions, and wealth management. These offerings work together to address the full spectrum of organizational and individual risk and benefits challenges.
Differentiator
Problem solved
Functional benefit
Products and services
- Employee Benefits
- Executive Benefits
- Retirement Advisory
- Talent Solutions
- Wealth Management
- Risk Capital / Property and Casualty Insurance Brokerage
- Personal Risk and Private Client Group
- Life Insurance
Companies that use Pension Advisors
Customer profileSegments16 records
Ideal customer profiles2 records
Pension Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Pension Advisors partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- Aon plccoreNFP is a wholly-owned subsidiary of Aon plc, a leading global professional services firm. As an Aon company, NFP has access to Aon's global resources, carrier relationships, and risk data analytics capabilities while maintaining its specialized advisory practices in human capital and risk capital solutions.
- Benefits PartnersminorBenefits Partners is part of the NFP Network, providing ancillary benefits distribution and services to NFP clients.
- PartnersFinancialminorPartnersFinancial is part of the NFP Network, offering financial planning and advisory services through the NFP distribution network.
Scale indicators1 record
Recent moves5 records
Expansion highlights4 records
Pension Advisors competitors and assessment
Company assessmentDirect peers
- Willis Towers Watson: Global advisory, broking, and solutions firm offering employee benefits, retirement plan advisory, and risk management services to corporate clients across all major geographies. Directly competes with NFP in retirement advisory and benefits consulting for mid-to-large employers.
- Marsh McLennan: Parent of Marsh (insurance brokerage) and Mercer (retirement and benefits consulting). Competes head-to-head with NFP across both Risk Capital brokerage and Human Capital advisory mandates for corporate clients.
- Arthur J. Gallagher & Co. Large insurance brokerage and risk management services firm serving commercial and mid-market clients. Closely comparable to NFP in brokerage-heavy service mix and mid-market positioning across multiple verticals.
- Brown & Brown, Inc. Insurance brokerage and risk management firm with a diversified portfolio across commercial and personal lines. Comparable to NFP in brokerage-led distribution, vertical specialization, and acquisition-driven growth strategy.
- Hub International: Global insurance brokerage and financial services firm providing property & casualty, employee benefits, and retirement services. Overlaps with NFP in mid-market brokerage, benefits advisory, and retirement plan services across North America.
- Lockton Companies: World's largest independent insurance brokerage, offering risk management, employee benefits, and retirement services. Direct peer to NFP given private ownership, vertical specialization, and benefits/retirement focus.
- Mercer: Subsidiary of Marsh McLennan focused on health, wealth, and career consulting, including retirement and investment advisory to corporate plan sponsors. Closely comparable to NFP's retirement advisory and benefits consulting practices.
Emerging players
- OneDigital: Tech-enabled employee benefits, retirement, and HR consulting firm focused on mid-market employers. Comparable to NFP in retirement/benefits advisory but differentiated by proprietary digital platform — relevant as an emerging peer and potential disruptive competitor.
- Segal Group: Independent consulting firm specializing in retirement plan design, investment advisory, and healthcare consulting for corporate and multi-employer plan clients. Direct peer in retirement advisory with comparable plan-sponsor target market.
- CBIZ, Inc. Business services provider offering employee benefits, retirement plan advisory, insurance, and risk management consulting. Comparable to NFP's benefits/retirement advisory practice, particularly for small and mid-market employers.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Pension Advisors social profiles
Digital presencePension Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Pension Advisors leadership team
Management profileNumber of profiles
Pension Advisors subsidiaries and ownership
Company hierarchySubsidiaries2 records
Pension Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Pension Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Pension Advisors
What does Pension Advisors do?
Pension Advisors (operating as NFP, an Aon company) provides professional advisory services across two integrated domains: Risk Capital (insurance brokerage, property and casualty, specialty coverage, claims management, and personal risk) and Human Capital (employee benefits, executive benefits, retirement plan advisory, talent solutions, and wealth management). Services are delivered to corporate clients across 17+ industry verticals as well as high-net-worth individuals via a network of offices in the U.S., Canada, UK, and Ireland.
Is Pension Advisors a public or private company?
Pension Advisors is a private company. It is classified as corporate owned and is currently operating.
When was Pension Advisors founded?
Pension Advisors was founded in 1999. It employs 11 to 50 people.
Where is Pension Advisors based?
Pension Advisors is headquartered in Cleveland, United States, in the North America region.
How does Pension Advisors make money?
One revenue line is on record: advisory and Consulting Services.
Who are Pension Advisors's main competitors?
Direct peers on record are Willis Towers Watson, Marsh McLennan, Arthur J. Gallagher & Co., Brown & Brown, Inc., Hub International, Lockton Companies and Mercer. Emerging players are OneDigital, Segal Group and CBIZ, Inc..
Does Pension Advisors have an API?
No public API is recorded for Pension Advisors.
What industry is Pension Advisors in?
Pension Advisors's product category is Insurance and Benefits Brokerage. Its primary akta.pro industry code is FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension), with a secondary code of FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions). Its NAICS code is 523940 and its SIC code is 6282.