With PCS, advisors are equipped to offer their clients top-tier retirement plan services, industry leading fiduciary tools and support, and award winning customer service. Couple this with an open architecture platform offering access to over 20,000 mutual funds and ETFs in a low-cost solution, and you have the platform advisors are hailing as the Next Generation Retirement ProgramTM – fiduciary-friendly, easy to use and easy to manage. In short, just what advisors are looking for.
“Your team does an excellent job servicing the plan. You’re hands-on and responsive to our requests and the needs of the plan sponsor – and your tools and technology are among the best available. Thank you PCS!”
“I just wanted to let everyone at PCS know that we appreciate your responsiveness, abilities and overall customer service. We’re very pleased to be working with PCS!”
“The other providers we’ve worked with either placed the onus entirely on our client or only covered their own fees – you did it all! These disclosures are the best we have seen so far. We are very appreciative of your work!”
If you're a Financial Advisor, click the button on the right to discover how our platform specifically caters to your needs.
We offer the full complement of retirement plan services, so Sponsors can focus on what’s important to them – running their business. Combined with state-of-the art technology, our experienced and dedicated team of retirement plan professionals delivers the most complete and highest quality retirement plan program available.
Our platform offers an intuitive web interface that allows for easy browsing and up-to-date information about the Plan. You can view your plan’s current account balances by investment fund and by source, overall fund performance within time increments, latest fund information, participant categories, and online reports & forms.
Our helpful representatives are available when you need them, and responsive to your needs as a client.
Our support ranges from offering best practices in plan design to intuitive tools to help manage your fiduciary responsibilities.
From the beginning, our Plan Installation Specialists work with you to ensure your start or transition goes smoothly.
Relationships matter to us. That is why we offer a dedicated Client Relationship Manager (CRM) to support your ongoing needs as a client.
If you're a Plan Sponsor, click the button on the right to discover how our platform specifically caters to your needs.
The 401(k) marketplace is undergoing its most significant change since the advent of the internet. PCS understands the challenges TPA’s face in today’s increasingly complex regulatory environment.
The TPA Plus+ Program is a platform designed with plan fiduciaries in mind with none of the inherent conflicts that are so prevalent in today’s marketplace. At PCS, we understand that the best retirement plan solution utilizes the personalized administrative services offered by a local TPA. Our platform is a fully automated recordkeeping program that offers all of the features that you’ve been looking for in a recordkeeping platform at a competitive cost.
If you're a TPA, click the button on the right to discover how our platform specifically caters to your needs.
Each plan participant is supported with a full array of comprehensive transactional services, including fund transfer capability, withdrawal processing, paperless enrollment processing, and detailed investment views. There is even a robust investor education section featuring interactive tools for personal investment exploration. Of course, online statements are provided, and transactional history and fund performance are accessible with the click of the mouse.
If you're a Plan Participant, click the button on the right to discover how our platform specifically caters to your needs.