The Investment Management Center gives you a single platform to easily add, replace, rebalance, or transfer funds across all your defined contribution plan lineups or model portfolios. Customize your fund lineups and models by choosing from a diverse menu of more than 21,600 mutual funds and ETFs. We pride ourselves on offering a truly independent platform with no hidden agenda or funds to push. There are no proprietary investments-no conflicts of interest-so you can always pick the investments that are best for your clients. Here’s what you should know about managing retirement plan investments on the PCS platform No proprietary investments All-In-One Fee ReportĪ consolidated report to assist you and your clients in meeting fiduciary responsibilities. Review plan investment performance and operations, compare to similar plans, and identify opportunities for improvement.

Annual Plan Review and Benchmarking report It’s comprehensive so there’s no need to cobble different documents together. The self-service proposal system is easy, quick, and intuitive and allows you to brand a proposal for your firm. Proposing on plans and growing your brand Generate a detailed report in minutes with a side-by-side provider comparison. Save significant time and expense while delivering tangible value in client meetings. Comparing plans with the Retirement Plan Efficiency Analysis SM report This report provides framework to have discussion with plan sponsors and allows you to easily explain what is working and what’s not. Benchmarking with the Plan Diagnostic SM Report It’s easy-to-use and intuitive-it almost does the prospecting for you. Prospecting with PlanFinder SMĮasy to use and mobile optimized to access your geolocation to identify prospects and clients near you. The Advisor Lab is your single source for the complete client lifecycle-prospecting, plan conversion and client retention. Prospecting, plan conversion and client retention have never been easier

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