![]() ![]() Please don’t hesitate to contact your PCS Retirement representative with any questions.For the Stacks User who wants a fully functional online store with all the capabilities of Total CMS. #PAYSNAP RAPIDWEAVER PROFESSIONAL#As a reminder, plan participants should consult with a financial professional regarding their investment selections and asset allocation. It’s important for retirement plan participants to have the appropriate asset allocation for the level of risk they feel comfortable taking. We know the recent market volatility is unsettling. Participants can efficiently manage their account online or through our mobile app. While we don’t anticipate any delays in reaching a Client Services Representative, we encourage plan participants to use one of our self-service options available through our digital channels. No matter where we are located, we will continue to serve your needs with the best possible service. We have the technology, protocols and processes in place to support employees who work remotely. Our offices remain open and we have implemented a work from home policy. We have taken the necessary steps to meet our commitments to you and to keep our employees and communities safe and healthy. A hallmark of our platform is the offset of all mutual fund revenue-including both 12b-1 fees and sub-transfer agency fees-against investment management, recordkeeping, trustee and custodial expenses.Īs the Coronavirus (COVID-19) continues to impact our communities, we want you to know that our teams are ready to help you. We want you to always know who you are paying and for what services. #PAYSNAP RAPIDWEAVER FULL#PCS is committed to fair pricing and full fee disclosure. We offer no “pay-to-play.” Unlike many bundled providers that limit fund selection to those that meet the provider’s fee sharing requirements, there are no restrictions on the available funds. You can offer sophisticated investment solutions to smaller plans and no longer have to offer off-the-shelf group annuities and target date funds. This platform-integrated into our recordkeeping system-is designed to save you time and reduce the fiduciary complexity associated with managing retirement plan investments. The Investment Management Center gives you a single platform to easily add, replace, rebalance, or transfer funds across all your defined contribution plan lineups or model portfolios. Customize your fund lineups and models by choosing from a diverse menu of more than 21,600 mutual funds and ETFs. We pride ourselves on offering a truly independent platform with no hidden agenda or funds to push. ![]() There are no proprietary investments-no conflicts of interest-so you can always pick the investments that are best for your clients. Here’s what you should know about managing retirement plan investments on the PCS platform No proprietary investments All-In-One Fee ReportĪ consolidated report to assist you and your clients in meeting fiduciary responsibilities. Review plan investment performance and operations, compare to similar plans, and identify opportunities for improvement. Annual Plan Review and Benchmarking report ![]() It’s comprehensive so there’s no need to cobble different documents together. The self-service proposal system is easy, quick, and intuitive and allows you to brand a proposal for your firm. Proposing on plans and growing your brand Generate a detailed report in minutes with a side-by-side provider comparison. Save significant time and expense while delivering tangible value in client meetings. Comparing plans with the Retirement Plan Efficiency Analysis SM report This report provides framework to have discussion with plan sponsors and allows you to easily explain what is working and what’s not. Benchmarking with the Plan Diagnostic SM Report It’s easy-to-use and intuitive-it almost does the prospecting for you. Prospecting with PlanFinder SMĮasy to use and mobile optimized to access your geolocation to identify prospects and clients near you. The Advisor Lab is your single source for the complete client lifecycle-prospecting, plan conversion and client retention. Prospecting, plan conversion and client retention have never been easier ![]()
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