Investment Management

PCI’s Investment Management services strive to give you a comprehensive understanding of your plan’s true investment performance. Our team will manage your plan’s investment lineup with the goal of outperforming an all-index lineup, net of investment- related fees. Unlike many plan advisors, we measure the lineup as a whole and compare it to a relevant benchmark lineup. This gives you a clear picture of your lineup’s performance, both current and historical.

Our investment performance reports present that information in a transparent and easy-to-understand format.

Services provided include:

  • 3(38) Fiduciary investment services
  • Establishment of an Investment Policy Statement;
  • Comprehensive and proprietary investment research, including more than 200 manager interviews and on-site due diligence trips;
  • Selection, management, and benchmarking of investment lineup;
  • Reporting and presenting investment lineup performance in a transparent, simple, and easy-to-understand way.

Vendor Management

PCI’s Vendor Management services team will manage your plan’s fees, with the goal of keeping fees below average for plans of similar size. Our reports will benchmark and report on the fees paid by your plan, both by vendor and cumulatively. This provides you 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 include:

  • Limited 3(16) fiduciary services
  • Comprehensive and proprietary service provider research, due diligence, consultations, and presentations;
  • Selection, monitoring, and benchmarking of service providers and their fees;
  • Vendor searches, negotiations, and Requests for Proposals, if needed;
  • Reporting and presenting plan fee performance in a transparent, simple, and easy-to-understand way.

Participant Services

PCI’s Participant Services aim to improve the retirement readiness of your employees.  PCI’s team will manage your plan’s participant outcomes, with the goal for your employees’ projected income replacement to be above average for plans in your industry. Our reports will calculate your plan’s projected income replacement and compare that to plans in your industry, so you can better understand how prepared your participants will be to retire.

Services provided include:

  • On-site intensive education programs to increase participant enrollment and deferral rates;
  • One-on-one participant retirement guidance via video/telecom;
  • Reporting and presenting employee projected income replacement in a transparent, simple, and easy-to-understand way;

Fee Structure

We believe that commissions, gifts, and compensation from other service providers make it difficult for an advisor to focus solely on what’s best for the client. That’s why our only compensation comes from our clients and is based on the performance we bring to their plans.

Our fees are transparent and invoiced quarterly. We receive a base fee, and then a supplemental performance fee if the plan meets clearly defined objective performance standards.  For more information on our fee structure, please contact us.

STEP-BY-STEP GUIDE

Let’s Get Started

Are you ready to see if you have a good plan? We’re ready to show you! Click the button below to discover your plan’s true performance.

With just some simple information about your plan, our team can see how your plan is performing in the three key areas. Then, we’ll set up a meeting with you and your team to review the results and talk about how we can help.