Recordkeeping platform for retirement plans and financial advisors
PCS Retirement operates a recordkeeping and administration platform serving 28,000 retirement plans and 850,000 participants. The tech stack (primarily .NET, SQL Server, Oracle, Azure, Salesforce) reflects a mature enterprise infrastructure built for regulated compliance and high-volume transaction processing. Active projects show a shift toward modernization—future-state architecture roadmap, disaster recovery planning, and platform upgrades—while internal pain points center on legacy infrastructure, staffing constraints, and fulfillment efficiency, indicating an ops-heavy organization in the middle of infrastructure refresh.
PCS Retirement provides recordkeeping, administration, and compliance services for defined contribution and defined benefit retirement plans. Following the 2019 acquisition of Aspire, the combined entity serves financial advisors and plan sponsors through an open-architecture platform supporting 401(k), 403(b), 457, IRA, and HSA products. The company administers over $31 billion in assets and operates a high-volume processing environment where operational consistency, regulatory compliance, and client onboarding are central to the business model. Headquarters in Philadelphia, with 201–500 employees focused primarily on operations, engineering, and data functions.
.NET, SQL Server, Oracle, Oracle Cloud, Azure, and Salesforce. Microsoft Office tools (Excel, Teams, PowerPoint) and Jira/Confluence handle collaboration and development workflows.
Yes, 20 active roles with recent postings in operations (6 open), engineering (5), data (3), and sales (3). Hiring velocity is slowing. All US-based roles currently.
28,000 plans with 850,000 eligible participants and over $31 billion in assets under administration, following the 2019 Aspire acquisition.
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