The AdvisorPlan Program Allows You To:

  • Set your own fees
  • Construct and maintain (reallocate and/or rebalance) your own asset allocation models/portfolios globally for participants
  • Select the investments offered to plan participants from thousands available through hundreds of brand name mutual fund and ETF families
  • Build your own branded retirement program

The AdvisorPlan Program Provides:

  • Either a fully bundled program (daily valuation recordkeeping plus plan administration) or a recordkeeping only program in conjunction with a local retirement plan administrator/TPA
  • State-of-the-Art Daily Valuation Recordkeeping and Reporting Services
  • Customized Participant and Plan Sponsor Internet Access and 24 Hour Toll-Free Telephone Access
  • Annual Plan Review and Benchmarking Report – a report that benchmarks a retirement plan’s costs and features with an eye toward minimizing a plan sponsor’s fiduciary risk
  • Enrollment and Education Services including RetireOnTimeTM, WealthStudio and a dynamically generated Enrollment Booklet
  • Access to The Advisor Lab 401(k) Toolkit including customized proposal generation, marketing materials, and presentations

Build Your Business & Your Brand

The AdvisorPlan Program allows you to build your brand by offering a retirement program where your brand is front-and-center. Features of the AdvisorPlan Program include:


You choose the investments for your program; build and globally maintain asset-allocation models and/or offer a menu of individual funds by selecting from thousands of the nation’s leading mutual funds and hundreds of ETFs. We treat your models as DIAs to give you the freedom to use different investments to build your asset-allocation models from the funds you offer as individual investments. Select your Qualified Default Investment Alternative (QDIA); Set your fee schedule, flat or tiered; it’s your program, build it the way you want.


Working with PCS gives you a program that provides complete fiduciary support services including the preparation and delivery of all required participant notices and communications including safe harbor notice, Qualified Default Investment Alternative (QDIA), Summary Annual Report (SAR), Summary Plan Description (SPD) and 404(a)(5) participant fee disclosure notifications.


With the AdvisorPlan Program, your firm offers the full spectrum of retirement plan designs – qualified, non-qualified, individually designed or prototype – if a standard solution doesn’t fit the bill, we can handle it.


The AdvisorPlan co-branding strategy lets you include your logo and brand information on all aspects of the program. Your brand is highlighted throughout the acquisition, conversion and retention of all retirement plan business in the Advisor Program.


At PCS, our mission is to fully tailor tax deferred retirement and charitable programs to the needs of your clients and their employees at a price below that of standardized brokerage or insurance company products.