Founded by tax and ERISA attorneys at Dilworth Paxon, LLP, a 70 year old Philadelphia based law firm
Senior management team has over 60 years of experience
PCS specializes in creating customized retirement plans
At PCS, our mission is to create a complete and sophisticated retirement solution, fully tailored to meet the needs of your company and participants, at a price below that of an ordinary bundled program.
Fully invested in one stock market class at a time
Fully diversified within the specific stock asset class
Bell Capital determines the on-going selection of the specific stock market class and the mutual fund(s) used
100% Stock BEST CLASS Stock
Individual Mutual Funds Universe investments Bell Capital’s Suggestions 12 – 25 funds chosen for each plan Bell Capital Management selects, monitors and replaces, if needed, the individual mutual funds available to participants.
Expense can be deducted from plan assets or paid by the company directly
Plan Fees Professional Capital Services * Third Party Administration (TPA) $1,500 Record Keeping Fees .25% * Fees may vary depending on plan size. One time installation or other charges may also be accessed. Fiserv ISS Custodial Fees .07% Note: All trail revenue ( 12(b)1, SubTA fees, etc. ) from the mutual funds will be used to offset all of the plan fees. If the total fees are higher than the offsetting amount, the plan will be charged the difference.