PCS Retirement Tech Stack
Recordkeeping and compliance platform for retirement plans and HSAs
PCS Retirement administers 28,000 retirement plans and $31 billion in assets through a tech stack anchored in Microsoft Access, SQL Server, Salesforce, and Oracle—a legacy-heavy but compliant infrastructure typical of fintech-regulated platforms. Active hiring is heavily weighted toward sales (5 roles) and finance (4), with only 1 engineering headcount posted, suggesting the company is scaling go-to-market and back-office operations rather than product velocity. Pain points around staffing levels, RFP cycle management, and data reconciliation during plan conversions indicate operational friction in their core service delivery.
Tech Stack 22 technologies
What PCS Retirement Is Building
◆Challenges
- Ensuring consistent service delivery
- Managing rfp/rfi lifecycle
- High-volume call center
- Outdated procedures and policies
- Low staffing levels
- Compliance with regulatory filing requirements
- Correcting testing failures or contribution errors
- Reconciling plan data during conversions
- Reducing costs while preserving integrity
- Scaling client service team
▲Active Projects
- Workflow development
- New product rollouts
- Training and delivery
- Standardized reporting and scorecards
- Process improvement & technology projects
- Annual nondiscrimination testing and form 5500 filings
- Plan audit documentation preparation
- Plan data reconciliation during conversions
- Strategic sales plan
- Client transition experience
Hiring Activity
Department
Seniority
Notable leadership hires: Client Services Director