PCS Provides White-Labeled 401(k) Platform, Sophisticated Tools/Resources to Trust & Investment Group

PCS Provides White-Labeled 401(k) Platform, Sophisticated Tools/Resources to Trust & Investment Group

PCS, LLC, a leading fiduciary retirement plan recordkeeper, today announced that it will be providing a white-label version of its 401(k) platform to Alpine Trust & Investment Group of Rockford, Illinois, which serves approximately 90 plans totaling $225 million.

PCS offers a state-of-the-art recordkeeping platform that enables advisors to deliver conflict-free, independent, and unbiased retirement plans to their clients. The solution offers:

  • Open architecture
  • Automated processing
  • Full fee disclosure
  • Seamless transition process
  • Customization
  • 24/7 participant support
  • True fiduciary protection

“As a community bank, we are committed to providing the best possible service for the businesses that depend on us to advise and manage their employees’ retirement plans,” said Julie O’Rourke, Executive Vice President. “PCS offers an outstanding platform for plan sponsors, participants, and the advisors that serve them. We look forward to partnering with them to further enhance our value to our plan clients.”

“We are so pleased to be providing Alpine Trust & Investment Group with a turnkey solution,” said Mark Klein, CEO of PCS.  “In addition to enabling the bank to administer plans more efficiently, our platform will help their advisors be more effective in acquiring, converting and retaining new plan business.”

PCS was founded in 2001 by tax and ERISA attorneys who saw the need for a conflict-free, full fee disclosure, no hidden agenda retirement solution. From Day One PCS had a vision of complete transparency, which has enabled the company to become an industry leader in the retirement plan industry. PCS owns The Advisor Lab, a technology and marketing firm offering solutions for financial professionals to operate more efficiently and effectively in the 21st century. Its 401(k) tools, including the Plan Finder, Retirement Plan Diagnostic benchmarking report, Retirement Plan Efficiency Analysis and Annual Review and Benchmarking Report, are designed to help advisors identify prospective clients, generate insightful reports and prepare effective sales presentations quickly and affordably.  For more information, visit www.PCS401k.com.

Alpine Trust & Investment Group, the trust and investment division of Alpine Bank, provides expert investment and financial services for consumers, small businesses, not-for-profit organizations, and commercial companies. With approximately $935 million in assets under administration and 30 experienced investment and trust professionals, Alpine Trust & Investment Group offers financial consultation and services in investment management, insurance, personal trust services, and retirement plan services.  Established in 1945, Alpine Trust & Investment Group has offices in both Rockford and Belvidere, Ill. For more information, visit www.bankalpine.com/investments.

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