Cardone Industries Selects Professional Capital Services, LLC as 401(k) Provider
Philadelphia, Penn., April 4, 2008 — Professional Capital Services, LLC (“PCS”), an independent full service provider of daily valuation recordkeeping services to 401(k) plans, announced today that Cardone Industries, Inc.., a leading global supplier of automotive products for over 35 years, has selected PCS’ to provide recordkeeping and administration and Main Line Financial Advisors as the investment advisor to the its 401(k), Defined Benefit, Non-Qualified and ESOP plans.
WisdomTree Partners with PCS, Launches Innovative 401 (k) Platform
WisdomTree Retirement Services Inc., a subsidiary of WisdomTree Investments, Inc. (Pink Sheets: WSDT) announced today the launch of a next-generation 401(k) solution designed to deliver a premium platform in terms of flexibility, transparency, low-costs and meaningful asset allocation to investors. The platform puts index-based investing and WisdomTree’s fundamental ETFs at the heart of the investment strategy and offers the added flexibility to include no-load actively managed mutual funds for additional diversification. The all-inclusive open architecture platform features third-party ERISA fiduciary and investment advisory services and is designed to be used by Plan Sponsors, Advisors, Brokers and third-party administrators (TPAs).
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Brinker Capital Partners with PCS
Brinker Capital, the largest independent provider of managed account and mutual fund services, has launched its Retirement Plan Services program. Offered only through financial advisors, the Brinker program combines objective investment options with high-quality administration and participant support for 401(k), 403(b) and 457 structures.
Investment choices in Brinker Retirement Plan Services include six managed mutual fund portfolios from the firm’s successful Destinations program.
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TD Ameritrade trumpets affiliation with PCS
As companies cut back or eliminate traditional defined benefit plans, the 401(k) plan continues to evolve into the premier retirement savings vehicle for most Americans. The need for independent, unbiased investment advice is likewise on the rise in the 401(k) segment, which presents a tremendous opportunity
for Registered Investment Advisors.
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Introducing ManagedPlan!
Professional Capital Services, LLC (PCS), a leading independent provider of daily valuation recordkeeping and administration services to 401(k), 403(b) and 457 plans, has launched the ManagedPlan Program, a managed account platform
offering a selection of independent investment managers each with a distinct philosophy and established record of performance. ManagedPlan offers financial advisors the ability to leverage the fiduciary services of truly independent investment managers – with no funds to push and no hidden agenda.
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Cantor Fitzgerald Selects PCS as 401(k) Provider
Professional Capital Services, LLC (“PCS”), an independent provider of daily valuation recordkeeping services to 401(k) plans, announced today that the 401(k) plan of Cantor Fitzgerald LP., a leading global financial services provider to institutional equity and fixed income markets, has adopted PCS’ ManagedPlan Program managed account platform engaging Brinker Capital to provide investment management and managed account services for Cantor’s $90 million defined contribution plan.
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