2020
Recordkeeping Survey

Providers

PCS Retirement, LLC

https:/www.pcsretirement.com/
Assets ($MM) by Plan Type
Ranked #32$18,326
401(k)69%
403(b)25%
457 2%
NQDC<1%
Other4%
Participants by Plan Size
Ranked #34311,417
<$10MM82%
$10MM – $50MM13%
>$50MM – $200MM3%
>$200MM2%
Plans by Count
Ranked #1818,970
% Third-party administration
75%
Related Offerings
HSA integrationvia Partnership/other strategy
Student Loan Repaymentvia 3rd party
Financial wellness options1
Service Offerings
New client restrictionsNone
Multiple service modelsNo
Offers corporate trustee servicesYes - either direct or via partnership
# of internal ERISA counsel5
Will act as §3(16) fiduciaryYes - via third party
Participant Services
Call center hoursWeekdays: 24 hours Saturday: 24 hours Sunday: 24 hours
Online chat supportNo
Mobile app
Managed account optionsProprietary offering
Retirement Income
Displays retirement income estimate on statementsNo
Offers in-plan guaranteed retirement income productsYes
Offers out-of-plan annuity bidding serviceNo
Recordkeeping PlatformFIS Relius; Proprietary recordkeeping system