Get Your Employees Ready For Retirement, With Confidence

Through clear, objective, performance standards, radical reporting transparency, and fee accountability, PCI gives your fiduciary committee confidence that your plan gets your employees ready to retire.

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Brian Allen, CFP

Fiduciary committee members, when they are at their best, focus on those whom they serve, the plan’s participants.

About


As a nationally-ranked 401(k) Plan Adviser, PCI’s goal is to get your employees on track for a successful retirement. To accomplish this, we manage plans that consistently perform and deliver unparalleled value.

Since 1994, PCI has helped companies all over the country manage their retirement plans.

91%

1

of client investment lineups outperforming as of 5/31/2024

100%

2

of client plans whose fees paid are below benchmark as of 3/31/2024

90%

3

of client total contributions are on track to replace 70% or more income in retirement as of 3/31/2024

For further information please visit our disclosures page

[1] Performance measurement reflects the percentage of PCI client plans with assets under management of at least $5 million whose investment lineups since PCI management inception and through the given date outperform an all-index lineup, net of investment-related fees. Investment-related fees include fund fees as well as any PCI investment performance and investment advisory fees.

[2] Performance measurement reflects the percentage of PCI client plans that are under a Performance-Driven Retirement Plan Management contract or have previously engaged PCI for Vendor Consultation, Vendor Management, or Vender Search services, for which total fees paid by the plan are below average for plans of similar size.

[3] Performance measurement reflects the percentage of PCI client plans under a Performance-Driven Retirement Plan Management or Core Complete agreement, beginning at the end of the third calendar quarter following the effective date of the service contract, for which total contributions for the average eligible plan participant are projected to result in at least 70% income replacement in retirement. Performance is calculated based on a set of assumptions including retirement age of 67, 6.5% annual investment return, 3% inflation rate, annual Social Security benefit, and Social Security life expectancy.

WE’RE HERE TO HELP YOU

Find The Answers You Need To The Most Important Questions


Are the participants saving enough?


Is the investment lineup performing well?


Are the fees paid by the plan low?

Help Employees Prepare for Retirement

Workers from all backgrounds want to have confidence that they can survive financially today and in their retirement years. As a plan fiduciary, participants depend on you to speak up for them as they work toward a rewarding retirement.

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OUR SERVICES

PCI Focuses on Three Key Drivers of Retirement Readiness

PCI’s Retirement Ready Model is designed to get plan participants on track for retirement by establishing the right performance standards and measuring the results that matter most. 


Participant Contributions Management 

Experts on contributions help employees make sufficient contributions to replace enough of their current income upon retirement.

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Investment Lineup Management

Our experts select and manage your plan’s investment menu with the goal of out-performing an all-index lineup.

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Plan Fee Management

Our experts benchmark, select, and negotiate with the right service providers for your plan.

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FREE DOWNLOAD

Read The First Chapter

Learn what it takes to build a successful retirement plan so your employees can retire on time and with dignity. A must read for any fiduciary.

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WHAT’S INSIDE

1

A retirement ready plan measures three key elements: contributions, investments, and fees.

2

A retirement ready plan serves employees and employers.

3

Fiduciaries have a
responsibility to make
reasonable decisions
with their employees’
best interests in mind.

Help Reduce Uncertainty With a Retirement Ready Model

Every fiduciary deserves to be confident in their retirement plan management.  

Performance: Your plan adviser will determine your plan’s performance. With a 25+ year legacy, PCI is a leader in outcome-based plan management.

Transparency: Through our focused, outcomes-based reporting, you’ll clearly know whether you have an outperforming (+) or underperforming (-) plan in your hands.

Accountability: If PCI doesn’t hit the performance standards, our fees are reduced (up to two-thirds). Our unique fee structure is designed to hold us accountable for your plan’s performance.

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We Help You Achieve Real Results

Throughout our decades of experience, PCI has developed a unique
service offering designed to get plan participants on track for
retirement by helping our clients establish and maintain top-performing plans.

PCI’s participant contribution management is geared towards helping employees make sufficient contributions to replace enough of their current income upon retirement.

Our investment management experts are responsible for selecting and managing your plan’s investment menu with the goal of outperforming an all-index lineup.

PCI’s plan fee management services benchmark, select, and negotiate with the right service providers for your plan and monitor their fees on a consistent basis.

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401(k) Fiduciary Committee Resources

Visit PCI’s Resource Center for exclusive insights and research that can help any 401(k) fiduciary committee oversee their retirement plan and prepare participants for a successful retirement.

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Leave Everything To Us

You deserve to feel confident in your retirement plan’s management. Through transparent reporting, PCI will keep you up to date on the performance of your plan.


1

Schedule a Call

 


2

Speak to an Adviser

 


3

We Do the Rest

 

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Do You Have A Question?

Set up time to get answers to your most pressing retirement planning questions.

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Recommended Reading

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Frequently Asked Question

FAQs





READY TO START?

Ready to Evaluate Your Plan’s Performance?


WHAT TO EXPECT:

1

Speak with an adviser who has evaluated your plan in the three critical areas.

2

Understand how your current plan is performing.

3

Learn what you can do to improve your plan’s performance.