READY TO GET STARTED?

We Will Help
Get Your Employees 
Ready To Retire

As your company’s fiduciary, you deserve to feel supported and acknowledged in your pursuit of the most appropriate, best value, and highest performing plan for your employees.

What To Expect

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 Advisor


3

We’ll Do The Rest

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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.

What Makes Us Different

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MORE ABOUT US

At PCI, we believe that contributions, investments, and fees are the three key drivers of plan performance that set your employees on a path to retirement readiness.

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.

Awards & Recognitions

*For more information about PCI’s recent accolades, visit Important Disclosures.

READY TO START?

Ready to Evaluate Your Plan’s Performance?


WHAT TO EXPECT:

1

Speak with an adviser who can evaluate 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.