Our Primary Goal Is Simple: To Help You Confidently Build a Growing and Thriving 401(k) Practice.

Pension Corporation of America’s 401(k) Managed Solutions effectively sells and manages 401(k) plan bundles. In a crowded and competitive market, we know it is important to have a competitive edge to compete with national providers and succeed. We have got you covered.

Pension Corporation of America’s 401(k) Managed Solutions

Most investment professionals are not 401(k) experts, so you can count on PCA to make the difference. When you work with PCA, you will have a single point of contact for all your needs. Whether in-person, by a direct phone call with a live representative or by email, we will be there when you need help.

PCA acts as a 3(38) Fiduciary by offering increased liability protection to you and your client. PCA 401(k) Managed Solutions pays level compensation, which helps solve the current IRS and DOL concern of unequal compensation from varying funds. We provide total fee transparency.

We utilize your choice of custodian and trading platform Matrix Financial Solutions, Fidelity Investments, or Charles Schwab Trust. PCA 401(k) Managed Solutions plans support auto-enrollment and auto-escalation, producing better results for the plan, the participants, plan sponsor, and financial advisor.

Your retirement plan is supported by a local team of experts who are supported by our ABG national network of 14 administration and recordkeeping service centers nationwide. PCA provides the plan administration, recordkeeping and compliance, investment monitoring, and required disclosures. PCA 401(k) Managed Solutions was designed around simplicity, open architecture, local servicing, transparent and typically lower pricing than most bundled providers.