# Keefer Pension Consulting

Keefer Pension Consulting is an Investment Consultant.

## Overview

- **Organization type:** Investment Consultant
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 150657
- **SEC file number:** 801-70330
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/150657

## About

KEEFER PENSION CONSULTING, INC. is an SEC-registered investment adviser in EL SEGUNDO, CA. The firm manages approximately $197 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Does Keefer Pension Consulting manage assets directly?

No. Keefer Pension Consulting acts as an investment consultant and fiduciary advisor. It recommends asset allocation, selects investment managers, and monitors performance but does not custody or directly manage client assets. The firm's Form ADV describes its fee as a percentage of assets under advisement.

### What types of clients does Keefer typically serve?

Keefer primarily serves Taft-Hartley (union-negotiated) pension plans, but also advises other multiemployer benefit plans and public retirement systems. Its client base is concentrated among mid-sized funds, per regulatory disclosures made by the firm.

### Where is Keefer Pension Consulting headquartered?

The firm is headquartered in Allentown, Pennsylvania, though its physical address is not listed on a public website. Business is conducted within the United States, primarily in the Northeast region.

### Is Keefer Pension Consulting a fiduciary?

Yes. The firm acts as a fiduciary under the Employee Retirement Income Security Act (ERISA) for its advisory services to retirement plans. This is a standard requirement for investment consultants serving ERISA-covered plans and is reflected in the firm's SEC filing.

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- [Palmetto Wealth Management](https://altss.com/profile/palmetto-wealth-management-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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