• by PCS
  • 01/15/2020
  • PCS, Fiduciary, Partnerships

The SECURE Act is Official! Significant Changes for Employer-Sponsored Plans and IRAs

On December 20, 2019, the President signed into law the Further Consolidated Appropriations Act, 2020, which includes the Setting Every Community Up for Retirement Enhancement (SECURE) Act provisions ...

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  • by PCS
  • 01/15/2020
  • PCS, Fiduciary, Partnerships

AdvisorTrust - Prepared to be Your Pooled Employer Plan (PEP) Solution

AdvisorTrust is an independent trust company that offers directed trust, custody and other back office services for a full range of retirement plans. Plan sponsors benefit from having a ...

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  • by Bob Veres, Advisor Perspectives
  • 02/16/2017
  • PCS, Compliance, Fiduciary

DOL Fiduciary Compliance Part II: The most comprehensive solutions for RIA firms

Last year, as the DOL fiduciary rule was finalized, PCS CEO Mark ...

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  • by PCS
  • 11/22/2016
  • AdvisorLab, Fiduciary

Enhancements to Annual Review and Benchmarking Report Focusing on Retirement Readiness!

We are pleased to announce enhancements to the Annual Review and Benchmarking Report designed for retirement plan advisors to encourage better participant outcomes. The enhanced Report is now available through the PCS Reporting and Benchmarking Center. To check out the ...

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