PCS Retirement

PCS is founded by the tax & ERISA attorneys at Dilworth Paxson, LLP. PCS Offers offset of any mutual fund revenue received and pioneers full fee disclosure 7 years before it was mandated by the Department of Labor. PCS is designated as one of three recordkeepers recommended by TD Waterhouse Institutional Services. PCS is designated as 1 of 4 record... keepers to become part of Ameritrade's TPA Network. PCS is first to market and offer managed accounts in the defined contribution space. PCS is selected as the exclusive provider of 401(k) recordkeeping services for the nation's largest independent investment management firm. Based on the results of a survey published by Sponsor Magazine, from 2005 to 2006 PCS is 1 of 5 fastest growing daily-valuation 401(k) recordkeepers in the United States. October 2007 : PCS is among the first plan providers to offer ETFs in the 401(k) market and first to offer ETFs through broker/dealer channels. PCS launches ManagedPlan, a program offering direct access to comprehensive managed accounts maintained by independent investment managers. For the 4th straight year, Inc. magazine ranks PCS among the fastest growing financial service firms on the Inc.5000, an exclusive ranking of the nation's fastest-growing private companies. PCS builds Fiduciary Support Services to help employers comply with fee disclosure regulations. PCS becomes CEFEX certified and receives AAA rating from Roland|Criss. PCS transitions into employee ownership. PCS recognized as "Best in Class" by PlanAdviser Magazine in the categories of participant call center, service responsiveness, and staff consistency. As the Coronavirus (COVID-19) continues to impact our communities, we want you to know that our teams are ready to help you. We have taken the necessary steps to meet our commitments to you and to keep our employees and communities safe and healthy. Our offices remain open and we have implemented a work from home policy. We have the technology, protocols and processes in place to support employees who work ...Read More