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    Your sophisticated investment platform

Prospecting, plan conversion and client retention have never been easier

The Advisor Lab is your single source for the complete client lifecycle—prospecting, plan conversion and client retention.

Prospecting with PlanFinderSM

Easy to use and mobile optimized to access your geolocation to identify prospects and clients near you. It’s easy-to-use and intuitive—it almost does the prospecting for you.

Benchmarking with the Plan DiagnosticSM Report

Show your prospects the value you bring. This report provides framework to have discussion with plan sponsors and allows you to easily explain what is working and what’s not.

Comparing plans with the Retirement Plan Efficiency AnalysisSM report

Save significant time and expense while delivering tangible value in client meetings. Generate a detailed report in minutes with a side-by-side provider comparison.

Proposing on plans and growing your brand

The self-service proposal system is easy, quick, and intuitive and allows you to brand a proposal for your firm. It’s comprehensive so there’s no need to cobble different documents together.

Annual Plan Review and Benchmarking report

Provide value to your clients. Review plan investment performance and operations, compare to similar plans, and identify opportunities for improvement.

All-In-One Fee Report

A consolidated report to assist you and your clients in meeting fiduciary responsibilities.

Make managing your client relationships more efficient by connecting with PCS integration partners

Platform integrations are designed for efficiency and to give you the tools you need to provide the necessary fiduciary support to plan sponsors and their employees.

For wealth management

  • Black Diamond
  • Envestnet (EWS)
  • Orion

For investment compliance


Help your plan sponsor clients streamline their payroll integration with PaySnap

Your clients can easily enroll new employees and validate census and payroll data for accuracy. The PaySnap system integrates with over 30 leading payroll providers.


Here’s what you should know about managing retirement plan investments on the PCS platform

No proprietary investments

There are no proprietary investments—no conflicts of interest—so you can always pick the investments that are best for your clients. We pride ourselves on offering a truly independent platform with no hidden agenda or funds to push. Customize your fund lineups and models by choosing from a diverse menu of more than 21,600 mutual funds and ETFs.

Investment Management Center

The Investment Management Center gives you a single platform to easily add, replace, rebalance, or transfer funds across all your defined contribution plan lineups or model portfolios. This platform—integrated into our recordkeeping system—is designed to save you time and reduce the fiduciary complexity associated with managing retirement plan investments. You can offer sophisticated investment solutions to smaller plans and no longer have to offer off-the-shelf group annuities and target date funds.

No fund restrictions

We offer no “pay-to-play.” Unlike many bundled providers that limit fund selection to those that meet the provider’s fee sharing requirements, there are no restrictions on the available funds.

Fair and transparent pricing

PCS is committed to fair pricing and full fee disclosure. We want you to always know who you are paying and for what services. A hallmark of our platform is the offset of all mutual fund revenue—including both 12b-1 fees and sub-transfer agency fees—against investment management, recordkeeping, trustee and custodial expenses.

Our commitment

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.

Learn more

Contact

  • Address:1801 Market St., Suite 1000 Philadelphia, PA 19103

  • Email Us: info@pcscapital.com

  • Phone: (877) 272-401K

  • Fax:(267) 675-6570

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Our commitment to you
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.

Serving you
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 remotely. No matter where we are located, we will continue to serve your needs with the best possible service.

Contacting us
While we don’t anticipate any delays in reaching a Client Services Representative, we encourage plan participants to use one of our self-service options available through our digital channels. Participants can efficiently manage their account online or through our mobile app.

Market volatility
We know the recent market volatility is unsettling. It’s important for retirement plan participants to have the appropriate asset allocation for the level of risk they feel comfortable taking. As a reminder, plan participants should consult with a financial professional regarding their investment selections and asset allocation.

Please don’t hesitate to contact your PCS Retirement representative with any questions.

We are here for you.