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PCS Retirement Tech Stack

Recordkeeping platform for retirement plans and financial advisors

Financial Services Philadelphia, PA 201–500 employees Founded 2001 Privately Held

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.

Tech Stack 16 technologies

Core Stack.NET SQL Server Oracle Salesforce Jira Confluence Lucidchart Oracle Cloud Azure Excel Teams PowerPoint draw.io Visio SQL Microsoft Office

What PCS Retirement Is Building

Challenges

  • Outdated procedures and policies
  • Client satisfaction and retention
  • Improving fulfillment process efficiency
  • High-volume retirement plan processing
  • Low staffing levels
  • Operational consistency across strategic accounts
  • Managing onboarding processes
  • Modernizing legacy infrastructure
  • Scaling hybrid cloud
  • High-volume call center

Active Projects

  • Onboarding new clients
  • Improving procedures and policies
  • Client data accuracy review
  • Service delivery standardization
  • Reporting framework development
  • Rfp/rfi lifecycle management
  • Future-state architecture roadmap
  • Disaster recovery plan implementation
  • Platform upgrades
  • Operational workflow development

Hiring Activity

Decelerating20 roles · 4 in 30d

Department

Ops
6
Engineering
5
Data
3
Sales
3
Support
2
Finance
1

Seniority

Mid
7
Senior
4
Junior
3
Director
2
VP
2
Lead
1
Manager
1
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About PCS Retirement

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.

HeadquartersPhiladelphia, PA
Company Size201–500 employees
Founded2001
Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does PCS Retirement use?

.NET, SQL Server, Oracle, Oracle Cloud, Azure, and Salesforce. Microsoft Office tools (Excel, Teams, PowerPoint) and Jira/Confluence handle collaboration and development workflows.

Is PCS Retirement hiring?

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.

How many retirement plans does PCS Retirement administer?

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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