PCS Retirement

We are pleased to announce the newest additions to our executive team, Colleen Duffy as General Counsel, Head of Legal, Risk, and Compliance, and Kumar Ampani as the Head of Technology. The extensive experience of Ampani and Duffy will be instrumental in driving PCS Retirement's technological advancements and compliance standards forward under the company's mission to provide top-tier retirement solutions. Read the press release here: https://lnkd.in/evgziMsr #financialadvisors #financialservices

We are excited to share the big news, PCS’s own Chad Azara, AIF, MBA and Patrick Gano, AIF® were voted into the NAPA top 100 Advisor Allies for 2024. Congratulations to Chad and Patrick for making it onto this year’s list! Read the press release here: https://lnkd.in/e-xV7mHt #financialadvisors #financialservices

Two of our people have been voted Advisor Ally for the second year in a row! We’re excited to announce that Chad Azara, AIF, MBA and Patrick Gano, AIF® were voted into the NAPA top 100 Advisor Allies for 2024. NAPA acknowledges the hard work that DC wholesalers put in to support advisors. The best wholesalers, however, go above and beyond—they collaborate closely with advisors as true partners. Hence why they've been given the title of Advisor Allies. Congratulations to Chad and Patrick for making it onto this year’s list! You can find the complete list in the comments. Connect with someone from our award-winning team today: https://bddy.me/3K3ECGQ

Join our growing team at PCS Retirement! We are searching for a dynamic Project Manager to lead our groundbreaking initiatives. As a key member of our team, you will drive forward-thinking projects, collaborate with talented individuals, and make a significant impact on our company's success. If you are ready to lead with innovation, thrive in a fast-paced environment, and shape the future of PCS, we want you to apply and unlock your potential with us! Click here to apply today: https://lnkd.in/eaWauBZP

Are you going to Broadridge 360 Advisor Summit? Join PCS Retirement and over 700 financial professionals for immersive learning and networking. Dive into “Full circle thinking. Broader perspectives.” with sessions on financial planning, retirement management, regulation updates, and more. Talk to our PCS team to discover how our benefit-focused, client-centric approach can elevate your retirement planning strategy – Jon Clark, AIF®, Patrick Gano, AIF®, Samuel Weiss, AIF®, Reno Regalbuto, AIF®, and Chad Azara, AIF, MBA #BR360AdvisorSummit

Join our growing team at PCS Retirement! Are you passionate about cultivating robust client connections within the retirement industry? PCS Retirement is actively looking for talented Relationship Managers to enhance and expand our service team. Take the opportunity to make a difference by nurturing lasting partnerships with our valued clients! Click here to apply today: https://lnkd.in/e99jnUaQ

Are you going to the 2024 NAPA 401(k) Summit, April 7-9 in Nashville, Tennessee? On Tuesday the 9th, our National Sales VP for Enterprise Platform Solutions, Chad Azara, AIF, MBA, is going to be involved in a friendly competition between industry professionals. He will be participating in a special Family Feud, which will pit a team of DCIO wholesalers against a team of RK wholesalers. The Family Feud will be during the closing general session. Produced by the National Association of Plan Advisors (NAPA), the Summit is the nation's largest premier retirement industry event, and the only convention that brings content designed for advisors by advisors. The education, entertainment, and networking opportunities set the Summit apart as a veritable who’s who of the retirement plan industry. If you're going to the Summit, be sure to hear Chad speak and come see us at booth #130. There's still time to register: https://bddy.me/3VLLEqz #NAPA401kSummit #TheAdvisorExperience

PCS Retirement proudly welcomes industry veterans John Kahle and Dave Jones to its executive team, reinforcing the company's dedication to operational quality, client satisfaction, and market responsiveness. With 30 years of expertise in retirement planning, John Kahle assumes the role of Head of Sales and Marketing, while Dave Jones, renowned for service excellence, brings three decades of industry knowledge to his position as Head of Operations and Client Services. These strategic appointments underscore PCS Retirement's commitment to innovative, trustworthy retirement plan solutions, positioning the company at the forefront of industry standards and excellence. Read the entire press release here: https://lnkd.in/dpw6aqb5 #financialadvisors #financialservices

We are excited to share that PCS Retirement received a majority investment from funds managed by Lee Equity Partners, LLC, a growth oriented middle market private equity firm. As part of the transaction, LLR Partners will exit its investment in PCS. Scott David will join as CEO. Read the entire press release here:  https://lnkd.in/eUrAFyKm #financialadvisors #financialservices

Digital tools are bringing promised productivity gains to advisors. According to Schwab's RIA Benchmarking study, top-performing firms (who more often use digital tools, workflows, and segmentation strategies) annually spent around 20% less time per client on operations and about 10% more time per client-on-client service than the median firm in the study. Additionally, these digital tools are enabling better client segmentation. The study says this is critical to long-term business sustainability as it can help firms align revenue with cost to serve—while also freeing up capacity for advisors to focus more time on serving clients and generating new business. Schwab’s RIA Benchmarking Study is the leading study in the industry, with data gathered from 1,300 advisory firms, representing over $1.7 trillion in AUM. Read the Schwab RIA Benchmarking Study: https://bddy.me/3SAYtCF Contact us to learn how we can help with your retirement plan design: https://bddy.me/3MzdQaO #financialadvisors #retirementplanning #planprospecting