History Vision, Mission, Values What Sets Us Apart Who We Serve How We Serve What We Offer Our Brand Link with Aspire Careers. Retirement plan management is complex in nature. It includes an astute recordkeeping system, account oversight, transaction processing, and reporting. There are multiple plan types.
There are a host of administrative and management stakeholders. There are participants with different needs. Find a way to link all retirement plan stakeholders for all plan types to thousands of investment options and effectively deliver smart retirement solutions that advocate for the participant and deliver economic value for strategic distribution partners and customers.
There are a host of administrative and management stakeholders. There are participants with different needs. Find a way to link all retirement plan stakeholders for all plan types to thousands of investment options and effectively deliver smart retirement solutions that advocate for the participant and deliver economic value for strategic distribution partners and customers.
Services
In 2001, a group of tax and ERISA attorneys executed on their vision of creating a conflict-free, full fee-disclosure retirement solution. PCS Retirement was born and through innovation, dedication to the industry, and superior teamwork, it has achieved more than originally imagined-and we need more experienced professionals to help us maintain this exciting momentum!
Reviews (10)
Dan Aiken
Aug 24, 2021
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Jinette Saez
Jul 26, 2020
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This is the WORST company EVER. I lost my job and requested a distribution back in May and still have not received it. They charged a $75 fee to process my request. On my last call I requested to speak with a supervisor because they want to charge me a $25 fee to stop and reissue the check, I was told by the representative that they didn't have anyone available so I would have to receive a call back in about 2 days. That was over 3 weeks ago and I NEVER received a call from them. Today I tried again and was told the same thing that a supervisor would call me back but when I said I didn't mind waiting
Chris Mijares
Jun 05, 2020
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My problems started right out the gate in November 2020 when I initially began applying for another 401K loan. I updated my mailing address on my account via online. As soon as I did this Aspire put a 2 week freeze on my account. Frustrating but understandable at the time.
It was 2 weeks later that things completely fell apart. I log back into my account to apply for said loan. I check my profile to confirm my updated mailing address. The only field that was changed / saved was the ZIP code. I'm fairly certain I entered my info correctly 2 weeks prior. I call their customer service. A gentlemen
It was 2 weeks later that things completely fell apart. I log back into my account to apply for said loan. I check my profile to confirm my updated mailing address. The only field that was changed / saved was the ZIP code. I'm fairly certain I entered my info correctly 2 weeks prior. I call their customer service. A gentlemen
Anne McDonnell
Dec 13, 2019
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Twice now, they have not processed my 403b contributions. The financial advisor and myself are getting the same run around. The check was cashed but never posted to my account. The service rep confirms the deposit, but doesn't understand why it has not posted to the account. The 1st time it took 4 weeks to figure out the problem, now we are on week 3.
Adam See
Sep 17, 2018
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Jessica Pei
Dec 08, 2017
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Aspire has the worst customer service I have EVER experienced.
They issued my distribution check out to the incorrect recipient and in turn wanted me to pay a $25 processing fee. Aspire did not show me proof that I entered the recipient address wrong, did not contemplate the possibility that their end might also have been at fault, nor suggest alternative ways of solving this problem. Instead, I spent nearly two months being passed to different customer service reps and managers who refused my request of waiving the fee without suggesting any helpful alternatives. Overall, I dealt with incompetent
They issued my distribution check out to the incorrect recipient and in turn wanted me to pay a $25 processing fee. Aspire did not show me proof that I entered the recipient address wrong, did not contemplate the possibility that their end might also have been at fault, nor suggest alternative ways of solving this problem. Instead, I spent nearly two months being passed to different customer service reps and managers who refused my request of waiving the fee without suggesting any helpful alternatives. Overall, I dealt with incompetent
Marc Nolan
Oct 28, 2017
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Jiovanni P.
Sep 26, 2017
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Everything that the previous 1 star reviews mentioned is accurate. I received an email confirming that my transaction was processed over a month ago. When I called today, I was told that the transaction was not processed because the information was illegible. Which is odd, because I completed the transaction online. Whoever I spoke with said that I should have been contacted (never was). On top of all that, I was not provided with a solution. FYI this has been going on since July of 2017
Mark B.
Jun 04, 2017
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Aspire is transitioning my prior companies individual 401K pension plans from the prior handling company. For good reason the prior company was disposed as the handler. Aspire has horribly handled the transition process via a failed plan. Aspire has pointed the finger at the previous employer where my 100% vested 401K Plan resided for administrative purposes. The company either provided a bad and deficient plan or failed miserably in advising the company on transitioning the Plan. I am now in a blackout period and have NO information about my account, no access, NOTHING. I contacted Aspire as the
Gail Miller
Jan 07, 2015
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I wanted to make a public statement about the customer service I found with this company. I worked with several individuals while working with my retirement account, and I found them to all be very helpful and friendly. One individual in the customer service department went above and beyond my expectations, and this young ladies' name is Lilly. She is outstanding at her job! Thank you so much.
