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PCS Retirement, founded 2001, is a 368 Privately Held in the Financial Services industry headquartered in Philadelphia, PA 19103, US.
The team focuses on Daily valuation recordkeeping of open architecture 401(k), Fiduciary Protection, Recordkeeping, 401(k), 403(b), among other areas.
PCS Retirement operates as a prominent independent provider within the financial services industry, headquartered in Philadelphia, PA. Following its acquisition of Aspire in 2019, the organization has expanded its capacity to deliver conflict-free retirement solutions. The company currently manages recordkeeping services for 28,000 distinct plans and supports 850,000 eligible participants. These portfolios collectively represent over $31 billion in assets under administration.
The firm offers a comprehensive platform designed to support a wide array of retirement vehicles, including 401(k), 403(b), 457, and various IRA structures. Services extend to payroll deduction plans, cash balance arrangements, defined benefit plans, non-qualified plans, and health savings accounts. A key component of the offering involves business development tools tailored for financial advisors, complemented by data-driven recordkeeping technology. This infrastructure enables the management of diverse plan types and ensures operational efficiency across the retirement landscape.
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