PCS is proud to be certified for best practices by the Centre for Fiduciary Excellence (CEFEX).

PCS is pleased to meet the high standards set by the Centre for Fiduciary Excellence (CEFEX). CEFEX certification by the American Society of Pension Professionals & Actuaries (ASPPA), affirms that PCS adheres to a requirements of practice acknowledged by ASPPA. There are fewer than 50 firms across the country that have this certification, and we are proud to serve our customers with the highest standards of service excellence and support.


PCS received a “AAA” rating from Roland|Criss For Superior Quality Plan Management.

Roland|Criss produces authoritative ratings of vendors that serve retirement plans with the intention of protecting and providing guidance to the organizations that hire them. PCS is pleased to have received the highest rating for retirement plan service providers – “AAA” for Superior Quality. It’s a reflection of our ongoing commitment to serve clients with excellent fiduciary support, as well as taking additional measures to improve the safety around a user’s experience.

The Next Generation Retirement ProgramTM

Recognized as “Best in Class” by PlanAdviser Magazine.

Our customer service was recognized as “Best in Class” by PlanAdviser Magazine in the following Categories:

  • Participant Call Center
  • Service Responsiveness
  • Staff Consistency

PCS Recognized by Inc. 5000 Among Fastest Growing Financial Service Firms in the US.

A testament to our value and commitment to excellent customer service, PCS has been recognized by Inc. 5000, an exclusive ranking of the nation’s fastest growing private companies, as one of the fastest-growing companies in the nation every year since 2007 (9 consecutive years!)

SSAE 16 Type 2 Certified

PCS has always pursued exceeding expectations as a service organization. That’s why we’ve received SSAE 16 certification every year since Statement on Standards for Attestation Engagements (SSAE) was promulgated (SAS 70 Level II prior to 2011. It exemplifies our commitment to maintain the highest standards for service providers.