Independent Fiduciary Advantage PCI positions itself as a fee-only, independent retirement plan adviser with no revenue-sharing or kickbacks, emphasizing fiduciary responsibility and measurable plan outcomes. This can be leveraged to approach mid-to-large employers seeking transparent, objective retirement plan oversight and fee alignment.

Awarded credibility Recognized as a PLANADVISER Top Retirement Plan Adviser for 2025 and previously honored with the 2019 DC Genie Award for Investment Design. Use these accolades to validate quality, differentiate PCI from competitors, and open conversations with prospective clients about proven performance.

Extensive experience With over 30 years in retirement plan management and partnership with corporate fiduciary committees, PCI highlights deep institutional knowledge and a track record of delivering real retirement outcomes, appealing to organizations needing seasoned governance and oversight.

Growth-ready scale Revenue in the range of 50 to 100 million and a mid-sized employee base suggests PCI can service mid-market to larger plans while maintaining personalized support, presenting opportunities to upsell comprehensive plans, fiduciary services, or additional retirement product offerings.

Tech-enabled delivery Utilizes WordPress, Google Cloud, forms, and other modern tools, indicating a capable digital backbone for client onboarding, data integration, and transparent reporting. This can be highlighted to prospects seeking streamlined, tech-driven retirement plan management with strong data and compliance foundations.