There’s a reason PCS is consistently ranked as one of the fastest growing companies in America by Inc. 5000. Beyond our unwavering commitment to excellent customer service, we are also driven to offer the most advanced platform in the industry. Our platform incorporates robust technology that helps you better meet the needs of your clients. Our state-of-the-art daily valuation is coupled with streamlined payroll processing, detailed plan and participant views, third-party software integration, automated funding requests, and a full suite of on-demand reporting tools. It’s all a part of our commitment to our clients, and the promise of delivering The Next Generation Retirement ProgramTM

Advanced Fiduciary Tools

Our cutting-edge technology allows you to offer clients valuable tools to help them spend less time administering their plan and managing their fiduciary responsibilities, and free up more time for them to focus on their respective business.

ANNUAL PLAN REVIEW AND FEE BENCHMARKING REPORT

This powerful report is designed to assist in measuring a Plan’s effectiveness and benchmark plan costs and features with an eye toward minimizing a plan sponsor’s fiduciary risk. Now, with the Annual Review Wizard, advisors have the ability to generate customized and up-to-date reports with a few clicks of the mouse.

ANNUAL PLAN FIDUCIARY ALL-IN-ONE FEE REPORT (ERISA 408(B)(2) COMPLIANT)

Now, you no longer have to do extensive work to calculate the fees being assessed to the retirement plan. This intuitive and detailed document helps you and your clients save time by taking the guess work out of identifying plan fees, and offering this information in one convenient report.

ELIGIBILITY ALERT SYSTEM TO HELP TRACK AND BE NOTIFIED OF EMPLOYEE ENROLLMENT DATES

Our Eligibility Alert System is an automated eligibility tracking system that monitors a Plan’s participation requirements and a company’s census information, alerts the Plan Sponsor of pending enrollments, and provides required communications for easy delivery to newly eligible employees.

PREPARATION AND DELIVERY OF ALL REQUIRED NOTICES INCLUDING PARTICIPANT FEE DISCLOSURE, QDIA, AND RMD

At PCS, we understand the importance of supporting Plan Sponsors’ fiduciary responsibilities. Likewise, we not only help prepare, but we also help distribute all the required notices associated with the Plan.

(k)nowledge offers a wide array of educational content on subjects ranging across 12 distinct modules; from retirement basics and identity protection to mortgages and taxes.  These modules are offered in both English and Spanish that employ video, animation and gaming to engage and ultimately reward participants for taking control of their financial future.

RetireOnTime™ allows plan participants to enter information about their retirement assets outside the plan, offering a complete assessment of their chances of reaching their stated retirement goals. RetireOnTime™ then provides participants with a report of the results and recommendations, which may include adjusting levels of contribution to improve retirement projections.

Our Evergreen Enrollment Materials (including dynamically updating required fiduciary notifications) offers detailed guidelines and insight for participants to easily enroll into the retirement plan. Built right in are instructions for enrolling online, information about the participant’s investment options, and forms associated with the plan.