Providers

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PCS Retirement, LLC

DC ASSETS
DC assets ($MM) $18,326
In plans with ≤ 50 participants 55%
In plans with >50–500 participants 38%
In plans with >500 participants 7%
PLANS
Total DC plans18,970
% serviced by Third Party Administrator75%
FEE STRUCTURES
Upfront commission (front-end load)
Finder's fee
Ongoing trail/commission
RIA fees/Hard-dollar fees
ERISA account/budget
SUPPORT SERVICES FOR ADVISERS
DC plan benchmarking
Access to ERISA counsel
Offers CE-eligible DC-specific training
Supports Advisor Managed Accounts
RELATIONSHIP MANAGEMENT (RM) TEAMS
Average case/client load (# plans/person)200
Average tenure with recordkeeper7 years
Average years of experience in retirement16.5 years
Dedicated RMs for NQDC plans only?
Dedicated RMs for 403(b) plans only?
Dedicated RMs for 457 plans only?
Advisers given choice of RMs to support clients
NR = Not Reported. NA = Not Applicable.
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