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.
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 recordkeepers 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 unveils enrollment tools: RetireOnTimeTM and SmartPlan.
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.
PCS is rated one of America's fastest growing companies by Inc. 5000 for 8th straight year.
PCS was rated “Best in Class” by PlanAdviser Magazine in the following categories: Participant Call Center, Service Responsiveness, and Staff Consistency.
PCS was rated one of America’s fastest growing companies by Inc. 5000 for seven consecutive years.
CEFEX and Roland|Criss have certified us as adhering to ASPPA’s high Standard of Practice for Retirement Plan Providers.