PCS Retirement Strengthens Leadership Team
PCS Retirement, a notable player in retirement services, has announced a pivotal change in its executive lineup with the appointment of Kristin McCarthy as the new Head of Product. This strategic move is expected to steer the company towards innovation and enhance its product offerings in the ERISA and Individual Retirement sectors.
A Wealth of Experience
Kristin McCarthy brings to the table over 25 years of robust experience in the financial services industry. Her previous tenures at Aspire Financial, Morningstar Investments, and Benetic Inc. highlight her proven track record for fostering innovative solutions centered on client needs. With her extensive expertise, she is well-positioned to take charge of PCS’s diverse product portfolio.
Scott David, the CEO of PCS, shared his enthusiasm about Kristin's arrival. He stated,
"We are thrilled to welcome Kristin. Her extensive experience and dynamic approach to product strategy will be instrumental in advancing PCS's mission to deliver unmatched products and services to financial professionals and their clients."
Kristin echoes a similar excitement as she embarks on this new journey at PCS. Having previously contributed to the growth of Aspire Retirement before its acquisition by PCS, she remarked,
"I'm thrilled to return and lead the product team. The organization's new leadership has fostered a dynamic, fast-paced environment that offers exciting opportunities to make a meaningful impact." Her vision includes establishing a collaborative and strategy-driven team, focusing on innovation and long-term success.
Enhancing PCS’s Digital Footprint
With Kristin at the helm, PCS anticipates bolstering its digital capabilities and offering industry-leading retirement products. Her academic credentials include an MBA from Elon University and a degree in Finance from Virginia Tech, further affirming her proficiency.
Kristin’s commitment extends beyond her professional responsibilities, as she is an active member of the National Association of Plan Advisors (NAPA), reflecting her dedication to the advancement of the retirement services industry.
Leadership Transition
The leadership transition at PCS does not end with Kristin's appointment. Ted Harlan, who has played a vital role in various capacities at PCS for the last 14 years, will shift to the position of Head of Business Transformation. In this capacity, he will lead transformative initiatives aligned with PCS’s strategic growth objectives. Scott David noted,
"Ted's leadership and his vast knowledge of our operations ensure that he will play a crucial role in driving transformational initiatives."
About PCS Retirement
PCS Retirement stands out as one of the largest independent retirement solution providers in the United States, managing over 28,000 plans and serving 800,000 participants with assets exceeding $30.7 billion. The firm allows mutual fund companies, investment managers, and financial institutions to deliver premium retirement solutions across various plans and accounts. For further details, visit
PCS Retirement's website.
As PCS Retirement continues evolving, the leadership updates signify its commitment to innovation and excellence in client service in the retirement services landscape.