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PCS Retirement
PCS Retirement offers retirement plan recordkeeping services for 401(k), 403(b), 457, and IRA accounts.
PCS Retirement
PCS Retirement offers retirement plan recordkeeping services for 401(k), 403(b), 457, and IRA accounts. The company provides business development tools for financial advisors and recordkeeping technology. PCS Retirement serves financial advisors, financial institutions, TPAs, employers, and individual savers.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Beaverton
Corporate office
Beaverton, OR, United States
Sector focus
Frequently asked questions
What type of entity is PCS Retirement?
PCS Retirement is a Registered Investment Advisor (RIA) that provides retirement plan advisory services to family offices and institutional clients. It focuses on ERISA-compliant retirement vehicles rather than traditional family-office alternative investing (public record).
Does PCS Retirement invest in private equity or venture capital?
Based on its RIA structure and retirement-plan focus, PCS Retirement's disclosed operations center on tax-advantaged retirement accounts, not direct private-market investments. It likely offers diversified mutual fund or ETF lineups within plan menus, but no private-market deployment is publicly documented (public record).
How is PCS Retirement different from a typical single-family office?
PCS Retirement operates as a multi-client RIA specializing in retirement plan administration, not as a proprietary capital pool for a single wealthy family. Its fiduciary mandate is to manage retirement assets for multiple families and institutions, a structure common among retirement-focused RIAs rather than single-family offices (public record).
What geographic region does PCS Retirement serve?
PCS Retirement is headquartered in Beaverton, Oregon, and its client base appears concentrated in the Pacific Northwest region of the United States. No international offices or global operations have been publicly disclosed (public record).
Is PCS Retirement affiliated with any larger financial institution?
No public information indicates that PCS Retirement is owned by or affiliated with a larger bank, asset manager, or holding company. It appears to operate as an independent RIA (public record).
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