PFPC has been on the industry’s "A" list for over 30 years. Innovative thinking has been our trademark. Our high level of performance has been time-proven to help our clients meet the demands of an increasingly costly and complex marketplace. Our full-service outsourcing alternatives and solutions offer retirement plan providers the economies of scale necessary to maximize operational efficiency. We successfully support our customers’ efforts to streamline operations, keep pace with changing regulatory requirements, control costs and stay competitive.

Proprietary Technology

PFPC’s innovative WySTAR® system and DCXchange® technology provide a single, cost-effective point of contact for a variety of daily valuation plan needs, including recordkeeping, automated trading for multiple fund families, trust accounting, tax reports and management reports. Our systems are integrated and continually updated and enhanced to meet the changing needs of the marketplace.

PFPC also provides powerful software solutions to meet the needs of traditional defined contribution plans, as well as defined benefit plans. Our time-tested suite of comprehensive software - which includes DCVALTM, DBVALTM, GRTTM and OPEVSTM - is designed to handle everything from recordkeeping to post-retirement benefit valuations.

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Daily & Periodic Valuation

PFPC can process daily and traditional plans with all types of investment options. In addition, our systems are designed to handle small plans as efficiently as large plans.

Internet Access

IMPRESSNet®, our 401(k) Internet solution, operates in a secure online environment, providing added flexibility for plan sponsors and participants to access information. Its customizable, flexible capabilities help plan providers to deliver what online customers want. Additional servicing benefits include reductions in call volumes, manual work and paper processing costs.

Internet features include online enrollment, inquiry to financial and demographic information, financial transaction processing, paperless loans and distributions, as well as loan modeling.

Participant Services

PFPC’s customized participant services include graphical statements and real-time account access in virtually every mode - from 24-hour automated voice response and experienced call center representatives to secure Internet access via IMPRESSNet®. Our participant services representatives offer bilingual support (English and Spanish).

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Written Service Guarantees

At PFPC, we work with our clients to develop customized service standards and then provide written service guarantees to ensure timely, high-quality service delivery.

Sub-Transfer Agency Revenue Sharing

Plan providers can offset recordkeeping costs with transfer agent fees, without disrupting compensation to distribution partners.

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Services

Proprietary Technology

Daily & Periodic Valuation

Internet Access

Participant Services

Written Service Guarantees

Sub-Transfer Agency Revenue Sharing