AdvisorPlan      PCSCapital

ManagedPlan is a division of Professional Capital Services, LLC (“PCS”). PCS was founded by the tax and ERISA attorneys at Dilworth Paxson, LLP, a 70-year-old Philadelphia-based law firm, to provide sophisticated retirement programs for the corporate, professional and governmental market. PCS specializes in creating customized 401(k) plans, both ERISA and non-ERISA 403(b) plans, 457(b) and (f) plans, profit sharing arrangements and executive-level non-qualified deferred compensation programs.

ManagedPlan combines state-of-the-art technology with an experienced and dedicated team of retirement plan professionals to deliver the most complete and highest quality retirement plan available. ManagedPlan marshals the strengths of your firm, the independent money managers (with over $8 billion in assets under management) and dependable third party recordkeeping and administration together in one single source. Regardless of the type or size of your client, ManagedPlan can install a retirement plan customized to meet their specific needs at or below the cost of a standardized brokerage or insurance company product.

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Professional Capital Services



 
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