Drive efficiency and expansion by building your distribution strategy on our advanced, technology-based retirement plan platform

Your brand, your product, our backing

  • Isn’t it time to move retirement plans “on platform”? With PCS Retirement, you can designate available funds, create custom models, offer leading strategists, use your existing risk tolerance questionnaire, or link to a preferred managed account.
  • Focus on growing your business while using PCS Retirement to handle the back office. From data and recordkeeping to communications and fiduciary notices, we blend in seamlessly to deliver your clients a consistent, hassle-free experience.
    • Reduce liability and stress by outsourcing the back office to
      PCS Retirement
    • Ensure all processes are streamlined, compliant, and in order

Technology to give you the edge

  • Customized payroll integration, easy-to-use web and mobile interfaces, and evergreen reporting are just a few of the ways we help you leverage our technology to stay on the forefront of a competitive field.
    • Help make running a business easier
    • Increase efficiency
    • Reduce mistakes that may lead to an audit
    • Customize your workflow and data management
  • Technology flexible enough to attract and serve the full spectrum of advisors.

Let’s start a conversation

Tell us how we can best serve you.