PCS Retirement Strengthens Leadership with New Appointment of ERISA Sales Head

PCS Retirement Appoints Anthony Bologna as Head of ERISA Sales

PCS Retirement, one of the leading providers in the domain of retirement plan solutions, has recently brought Anthony Bologna on board as the new Head of ERISA Sales. The announcement, made on August 25, 2026, marks a significant move in the company's strategy to enhance its leadership and bolster its growth trajectory in the retirement services landscape.

In this new role, Bologna will report directly to Scott David, CEO of PCS Retirement. He will spearhead the company's ERISA Sales organization, taking charge of the strategic direction of its field sales operations and overseeing a team of Regional Vice Presidents. Furthermore, Bologna's experience is expected to substantially amplify PCS's outreach, particularly among financial advisors and their clientele.

Alongside this leadership change, the company has also positioned Julianne Donatelli as the Head of ERISA Strategic Accounts. Donatelli will work closely with Bologna and will also report to David. Her focus will be enhancing relationships and exploring larger enterprise opportunities within PCS's key partnerships. Together, their appointments signify a robust leadership structure aimed at focusing on distinct areas of the market, allowing the company to leverage new growth opportunities effectively.

Anthony Bologna comes to PCS Retirement with an impressive track record of nearly thirty years in the retirement services sector. Previously, he held the position of National Sales Director at Ascensus Retirement Services, where he was pivotal in driving major growth initiatives and managing a nationwide sales team. His prior experience also includes a decade-long tenure as Divisional Vice President, implementing sales strategies throughout the East Region.

Bologna’s expertise lies in building high-performing teams, cultivating meaningful relationships with financial advisors, and applying data-driven insights to boost sales performance, pipeline management, and forecasting accuracy. His intention to collaborate with the PCS sales organization aims to enhance their presence in the market and promote best-in-class retirement solutions.

In his own words, Bologna expressed enthusiasm about joining PCS, stating, “PCS has created a differentiated platform and a strong brand among advisors. I’m eager to collaborate with our sales organization to amplify that message.” His commitment reflects PCS Retirement's vision of aligning market strategies with the needs of advisors, helping them achieve greater success in serving their clients.

PCS Retirement is recognized as one of the nation's largest and most independent retirement solution providers, delivering recordkeeping services to over 31,000 plans and more than 511,000 participants, with a staggering $30 billion in retirement assets managed. Their operations include offering white-label and branded retirement solutions, catering to the full range of retirement plans and accounts.

With Bologna's appointment, PCS Retirement not only positions itself strategically for upcoming growth but also taps into Bologna's extensive experience to refine its approach and execution in the dynamic retirement market. This initiative reflects a broader intent to evolve their leadership framework and generate enhanced outcomes for their clients.

To learn more about the offerings provided by PCS Retirement, interested parties can visit their official website.