SERVICES
We offer a broad range of financial services that can be personalized to fit the needs of each employee.

Retirement Plan Management
Work directly with PCA to create the retirement plan that works for your company.
Individual
Investments
Simplify your employees investment portfolio through vetted financial strategies developed by our team of licensed financial advisors.
Financial Advisory Services
Let our experienced team of advisors work directly with you and your employees to answer questions, provide advice, and seek financial guidance.
Wealth Management Services
PCA's Wealth Management team is here to provide advisory services that go beyond retirement planning.
Our Approach To Personalized Service
As a local Cincinnati firm, we have the ability to go above and beyond to provide personalized service to our clients and their employees. Our size and decades of experience gives us the ability engage directly with plan participants through one-on-one consultation, in-person employee education seminars, live customer service representatives, and a dedicated account executive to work directly with your company.
Retirement Plan Consultation
Plan Design
Legal Plan Document Services
Third Party Administration/ Compliance Services
Employee Education
Investment/Fiduciary Services
Personal Wealth Management
Affiliates
As a member of the Alliance Benefit Group, PCA has the resources of large, national firm, while our local roots enable us to be personally invested in every client relationship. Collectively, Alliance Benefit Group is one of the largest national retirement plan administrators in the country and includes 19 recordkeeping firms, 4.5 million participants, $184 billion in assets, and 57,000 plans serviced.
Retirement Is Our Focus
Discover how PCA can create the right retirement plan for your company.
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