Services What we Offer
PCL Administratorsprofessionally credentialed Third Party Administrator
PCL Administrators, Inc. is a wholly owned subsidiary of C5 Wealth Management, LLC. PCL has been in business over 30 years and their professionally credentialed staff bring over 100 years of collective pension knowledge to serve the needs of their clients. Customer service is alive and well at PCL Administrators, Inc. We are committed to providing our clients with the utmost in responsiveness, innovative solutions and sound advice.
With particular expertise in the areas of New Comparability (i.e. cross-tested plans) and Safe Harbor plan designs, we stand ready to craft a retirement plan to meet your needs. We employ a "best in breed" strategy whereby our clients receive a seamless, integrated platform with the best providers in the industry. Our parent company, C5 Wealth Management, LLC, is one of the top independent registered investment advisory firms in the nation.
Whether yours is a new plan, a redesign of an existing plan or a takeover of an existing plan,
PCL Administrators, Inc. will work with all service providers to ensure a smooth implementation. Your plan will be serviced by pension professionals using the latest in technology and software.
• Flexible Plan Design Based on Plan Sponsor Needs
• "What If" Scenarios for Contribution Allocation Analysis
• Compliance Testing and Administration
• Participant Recordkeeping
• Preparation of Annual IRS Form 5500
• Customizable Participant Education
• 100% Fee Disclosure
• Trust Asset Reconciliation
• Custom Plan Documents
• Compliance Audits
• Qualified Fiduciary Advisors through C5 Wealth Management to Limit Fiduciary Risk