Insights

Enterprise scale PCS Retirement is a large independent retirement solutions provider with 28,000 plans and 850,000 eligible participants, representing a substantial addressable market for recordkeeping, data analytics, and advisor technology integrations.

Tech stack leverage Current infrastructure spans cloud platforms (Azure Databricks, AWS, Google Cloud) and Salesforce Service Cloud, indicating opportunities to upsell data analytics, CRM-driven engagement enhancements, and secure cloud-based integrations for additional plan types and participants.

Growth leadership Key executive appointments in ERISA sales and product leadership signal a focus on expanding advisor-facing capabilities and product sophistication, presenting chances to align partner programs, co-marketing, and joint solutioning.

Strategic partnerships Recent collaboration with iJoin Solutions to enhance advisor UX and participant experiences suggests a fertile path for additional technology integrations, onboarding improvements, and expanded distribution through partner ecosystems.

Financial momentum Reported revenue in the mid-market range with ongoing growth initiatives positions PCS Retirement as a receptive client for premium recordkeeping, data governance, security, and scalability services aimed at large plans and custodian-level support.

Similar companies to PCS Retirement

PCS Retirement Tech Stack

PCS Retirement uses 8 technology products and services including Azure Databricks, Amazon Web Services, Postman, and more. Explore PCS Retirement's tech stack below.

Media & News

PCS Retirement's Email Address Formats

PCS Retirement uses at least 4 email formats:
PCS Retirement Email FormatsExamplePercentage
First.Last@pcsretirement.comJohn.Doe@pcsretirement.com
92%
Last@pcsretirement.comDoe@pcsretirement.com
6%
First-Last@pcsretirement.comJohn-Doe@pcsretirement.com
1%
F.Last@pcsretirement.comJ.Doe@pcsretirement.com
1%

Frequently Asked Questions

What is PCS Retirement's official website and social media links?

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PCS Retirement's official website is pcsretirement.com and has social profiles on LinkedIn.

How much revenue does PCS Retirement generate?

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As of August 2026, PCS Retirement's annual revenue is estimated to be $250M - $500M.

What is PCS Retirement's NAICS code?

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PCS Retirement's NAICS code is 52 - Finance and Insurance.

How many employees does PCS Retirement have currently?

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As of August 2026, PCS Retirement has approximately 368 employees across 4 continents, including North America, Asia and Europe. Key team members include Chief Financial Officer: S. B., Owner: P. C. and Vp, Enterprise Data: C. M. Explore PCS Retirement's employee directory with LeadIQ.

What industry does PCS Retirement belong to?

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PCS Retirement operates in the Financial Services industry.

What technology does PCS Retirement use?

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PCS Retirement's tech stack includes Azure Databricks, Amazon Web Services, Postman, Azure DevOps, Google Cloud, Salesforce Service Cloud, Adobe Creative Suite and Atlassian Confluence.

What is PCS Retirement's email format?

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PCS Retirement's email format typically follows the pattern of First.Last@pcsretirement.com. Find more PCS Retirement email formats with LeadIQ.

When was PCS Retirement founded?

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PCS Retirement was founded in 2001.
PCS Retirement logo

PCS Retirement

Financial ServicesPennsylvania, United States201-500 Employees

PCS Retirement is a financial services company based in Philadelphia, Pennsylvania, that positions itself as one of the nation's largest independent, conflict-free retirement solution providers. Its core offering combines recordkeeping services with a platform that supports a wide range of retirement plans, including 401(k), 403(b), 457, IRAs (Payroll Deduction), cash balance, defined benefit, and non-qualified accounts, as well as health savings accounts. The company serves plan sponsors and financial advisors, delivering tools to grow business and to support participants through data-driven technology.

PCS Retirement reports assets under administration of more than $31 billion, spanning thousands of plans and hundreds of thousands of eligible participants. It expanded through the 2019 acquisition of Aspire, and in 2025 announced a partnership with iJoin Solutions to broaden advisor capabilities and enhance participant experiences.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2001
Employees
201-500

Section iconFunding & Financials

  • $250M - $500M

    PCS Retirement's revenue is estimated to be in the range of $250M - $500M

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