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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