Since inception, PCS has strived to create the type of retirement plan platform you’ve been looking for. It’s independent, conflict-free, and designed to keep costs low for you, the participant. With award-winning customer service and a robust participant website, we’ve created a sophisticated retirement program fully-tailored to meet your needs. Best of all, we offer many tools to help you monitor your account and manage your path towards retirement. Click here to see some of the tools we offer.

With the ease of this straightforward bundled solution, it’s no wonder PCS is recognized as The Next Generation Retirement ProgramTM.

Our mission at PCS is to:


THE PCS TIMELINE

PCS was founded by tax and ERISA attorneys to provide sophisticated retirement programs for the corporate, professional and governmental markets. The timeline below displays a few of the many milestones that have marked PCS’ significant growth.

2001

PCS is founded by the tax & ERISA attorneys at Dilworth Paxson, LLP.

2002

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.

2003

PCS is designated as one of three recordkeepers recommended by TD Waterhouse Institutional Services.

2004

PCS is designated as 1 of 4 recordkeepers to become part of Ameritrade's TPA Network.

2005

PCS is first to market and offer managed accounts in the defined contribution space.

2005

PCS is selected as the exclusive provider of 401(k) recordkeeping services for the nation's largest independent investment management firm.

2006

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.

2007

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.

2008

PCS launches ManagedPlan, a program offering direct access to comprehensive managed accounts maintained by independent investment managers.

2011

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.

2012

PCS unveils enrollment tools: RetireOnTimeTM and SmartPlan.

2012

PCS builds Fiduciary Support Services to help employers comply with fee disclosure regulations.

2013

PCS becomes CEFEX certified and receives AAA rating from Roland|Criss.

2014

PCS transitions into employee ownership.

2014

PCS recognized as "Best in Class" by PlanAdviser Magazine in the categories of participant call center, service responsiveness, and staff consistency.

2015

PCS is rated one of America's fastest growing companies by Inc. 5000 for 8th straight year.


Best-in-Class Service

PCS was rated “Best in Class” by PlanAdviser Magazine in the following categories: Participant Call Center, Service Responsiveness, and Staff Consistency.

Top-Rated Recordkeeping

PCS was rated one of America’s fastest growing companies by Inc. 5000 for seven consecutive years.

5000_color stacked_FINAL

Tested & Certified Excellence

CEFEX and Roland|Criss have certified us as adhering to ASPPA’s high Standard of Practice for Retirement Plan Providers.

5000_color stacked_FINAL