Plan Sponsors

Customizable Plan Design

Each company is different. That's why our approach to plan design is driven by needs of our clients. PCA's team of experienced retirement planning professionals will help customize a plan tailored to you.

401(k) Recordkeeping

Administration

Retirement Plan Services

Investment Consulting

Wealth Management

Employee Education

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Wealth Management Services

PCA's advisory services don't stop with retirement. Our Wealth Management team skillfully guides individual investors in creating a financial strategy beyond their company sponsored retirement plans.

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Wealth Management Services
ERISA Legal Services

ERISA Legal Services

Whether amendments, restatements, or specific questions about your retirement plan document, PCA's ERISA Legal Services Team is here to help you navigate the intricacies of IRS plan regurgitations.

PCA provides Plan Administration for all types of qualified plans including 401(k), Profit Sharing, Cash Balance, Defined Benefit, Prevailing Wage, and more.

Financial Education Services

As a local firm, we have the ability to offer in-person financial education opportunities. Our individualized approach allows us to work one-on-one with clients and plan participants.

PCA has developed the Employee Education and Communication program. This allows for a clear understanding of each retirement plan and how it relates to each plan participant. Our team of advisors emphasizes the importance of retirement savings and provides guidances on how each individual can approach their retirement investment portfolio.

Financial Education Services

Our Education Packages Are Tailored to Each Specific Plan and Can Include a Range of Educational Opportunities

Upfront Educational Services

Upfront Educational Services
  • Group Enrollment Meetings
  • Custom Enrollment Booklets
  • Model Investment Portfolios
  • Custom Presentations
  • Individual One-On-One Enrollment Meetings
  • Personalized Retirement Planning Worksheets

Ongoing Educational Services

Ongoing Educational Services
  • Website Portal Access
  • Participant/Employer Newsletters
  • Participant Statements Including General Education
  • Annual Group Education Seminars

Payroll Integration Services

PCA has partnered with various payroll vendors to establish two levels of service for an integration workflow that will streamline and simplify your role as a plan sponsor.

180 INTEGRATION

180 INTEGRATION

180 INTEGRATION is a one-way street. 401(k) contribution files and data are sent through an automated workflow each pay period that is established between your payroll vendor and PCA. Deferral changes and loan payments will still need to be manually updated in the payroll system.

360 INTEGRATION

360 INTEGRATION

360 INTEGRATION offers the most automated and synched integration. The data exchange is full circle from payroll vendor to PCA and back to the payroll provider.

Customer Service

We're available by phone and email Monday through Friday, 9:00 AM to 6:00 PM. Our customer service team is here to help plan participants with questions about their account, assistance in making investment changes, and guidance with investment elections.

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