Services
Participant Management
Investment Management
Vendor Management
Participant Contribution Management
Our experts help your employees make sufficient contributions to replace enough of their current income upon retirement. Through our transparent, easy-to-understand reports, you’ll understand how prepared participants will be for retirement.
Services provided includes:
- Guidance on auto-enrollment and auto-escalation levels, as well as when to use auto re-enrollment
- Guidance on appropriate match structure
- One-on-one participant retirement guidance
- Transparent reporting on your employee’s projected income replacement
Investment Lineup Management
Our Investment Committee selects and manages your plan’s investment menu with the goal of out-performing an all-index lineup. By measuring the lineup as a whole and comparing it to a relevant benchmark lineup, you’ll gain a clearer picture of your lineup’s true performance and our manager selection skill.
Services provided includes:
- 3(38) Fiduciary investment services
- Establishment of an Investment Policy Statement
- Comprehensive and proprietary investment research
- Selection, management, and benchmarking of investment lineup
- Transparent reporting on your investment lineup’s performance
Plan Fee Management
Our experts benchmark, select, and negotiate with the right service providers for your plan and monitor their fees on a consistent basis. You’ll have a clear understanding of how much your plan is paying for services and how your plan’s fees compare with others of similar size.
Services provided includes:
- Limited 3(16) Fiduciary services
- Comprehensive and proprietary service provider research, and due diligence
- Selection, monitoring, and benchmarking of service providers and their fees
- Vendor searches, negotiations, and Requests for Proposals (RFPs), if needed
- Transparent reporting on your plan’s fee performance
What people say about us
Each testimonial above was received from a current client of PCI. No compensation, goods, or services were exchanged for any testimonial.
Do you have a question?
Reach out today to get answers to your most pressing retirement oversight questions.
By number 800.234.9584
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Ready to Evaluate Your Plan’s Performance?
How we can Help
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.