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.
GET STARTED1994
the year PCI started, becoming one of the nation’s first plan adviser firms
94%
1of client investment lineups outperforming as of 6/30/2023
0.45%
2net average annual outperformance of investment lineups as of 12/31/2022
186
number of investment manager interviews conducted last year
89%
3of client’s plans whose fees paid are below benchmark as of 6/30/2023
85%
4of client’s total contributions are on track to replace 70% or more income in retirement as of 6/30/2023
For further information please visit our disclosures page
[1] Performance measurement reflects the percentage of PCI-managed client plans’ investment lineups that, 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 average PCI-managed client plans’ investment lineup performance difference as compared to 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.
[3] 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.
[4] Performance measurement reflects the percentage of PCI client plans that have implemented PCI-recommended auto features for the previous three calendar quarters, 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 life expectancy of 95 years.
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.
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.