The managed account retirement platform

Philadelphia, PA – Professional Capital Services, LLC (PCS), a leading independent provider of daily valuation recordkeeping and administration services to 401(k), 403(b) and 457 plans, has launched the ManagedPlan Program, a managed account platform
offering a selection of independent investment managers each with a distinct philosophy and established record of performance. ManagedPlan offers financial advisors the ability to leverage the fiduciary services of truly independent investment managers – with no funds to push and no hidden agenda. ManagedPlan’s investment managers (with combined assets under management of over $10 billion) specifically accept their fiduciary status and discretion in writing. As a result, under the ManagedPlan Program, a plan sponsor’s fiduciary duty is not to invest or manage assets of the plan itself but simply to monitor the selected investment manager’s performance.

ManagedPlan brings all of the benefits of a high end managed account platform to the retirement plan marketplace.

In addition to its platform of independent fiduciary investment managers, the ManagedPlan Program features:

• A completely unbiased investment platform with no proprietary funds, no subadvised funds and no revenue sharing requirements for fund inclusion;


• A pricing model that offers advisors the ability to set and adjust their compensation based on the size of the plan and the services provided;


• Full disclosure and offset of mutual fund revenue to reduce plan and participant expenses; and


• Expert plan administration combined with state-of-the-art technology to provide the highest-quality support in all aspects of plan administration and recordkeeping.

According to PCS’ President, Mark B. Klein, Esq., “ManagedPlan’s fiduciary services and uniform level of compensation will offer advisors the ability to take full advantage of the new opportunities offered under the Pension Protection Act of 2006.”

Jim Marx, Director of National Sales at PCS, indicates that “ManagedPlan just isn’t another recordkeeper-sponsored wrap program, but a true managed account platform offering a clear choice of independent fiduciary investment managers.”

Plan sponsors have the choice of a fully bundled plan, or they can use a local third-party administrator. PCS will also provide advisors and their clients with participant education tools including a dynamic on-line risk tolerance questionnaire that helps determine the appropriate managed account choice. Support services include 24/7 account access to account information via telephone and the Internet.

To schedule a Webex demonstration of the ManagedPlan website or to learn more about ManagedPlan’s features, please contact: Jim Marx, Director, National Sales at Professional Capital Services, LLC, 866-486-1202, MarxJ@PCScapital.com (email).

About ManagedPlan
ManagedPlan is a division of Professional Capital Services, LLC
(PCS). PCS was founded by the tax and ERISA attorneys at Dilworth Paxson, LLP, a 70-year-old Philadelphia-based law firm,
to provide sophisticated retirement programs for the corporate,
professional and governmental market. PCS specializes in
creating customized 401(k) plans, profit sharing arrangements,
money purchase pension plans and executive-level non-qualified
deferred compensation programs. In 2002, PCS was nominated
by the Wharton Small Business Development Center at the
University of Pennsylvania as one of the fastest growing small
businesses in the Philadelphia area.

ManagedPlan
The Open Architecture
Managed Account Platform
Professional Capital Services
1735 Market Street
Suite 3200
Philadelphia, PA 19103
Toll Free: 1-877-272-401K
Fax: 215-575-7200

_{As with any investment, mutual funds offered through ManagedPlan involve investment risk and are not guaranteed or insured. Mutual fund shares will fluctuate in value and, when redeemed, may be worth more or less than their original purchase price. Before investing money in any mutual fund, carefully read the prospectus, which contains complete information about fees and expenses. Call us to receive more information about our premier account managers 1-877-272-401K}