Pension Corporation of America of Cincinnati (PCA) provides Third Party Administration (TPA) and Record-keeping services for retirement plans as authorized and engaged by a named Plan Sponsor Administrator.
Plan Sponsors may choose to also engage other outside services providers in operation of their retirement plan. These outside service providers may include, but are not limited to; Investment Brokers, Registered Investment Advisors, Auditors, Consultants, Lawyers, and the like; of whom will operate as engaged in the scope and operation of a named Plan Sponsor Administrator's retirement plan. Any disclosures related to services specifically provided by an outside service provider named above or otherwise not named above, must be obtained directly from those entities.
In certain cases, a Plan Sponsors may choose to engage investment service providers that may be considered a related party to Pension Corporation of America of Cincinnati (PCA) through an ownership or agency relationship.
Please find links below to investment, trading, and Privacy disclosures to related companies of Pension Corporation of America of Cincinnati.
These entities include, but may not be limited to:
L.M. Kohn & Company, a Registered Broker Dealer and Investment Advisory Firm.
PCA Investment Advisory Services, Inc., a Registered Investment Advisory Firm.
PCA Investment Advisory Services, Inc. (“PCAIAS”) is a registered investment adviser located in Cincinnati, Ohio. PCAIAS may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. PCAIAS’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of PCAIAS’s web site on the Internet should not be construed by any consumer and/or prospective client as PCAIAS’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by PCAIAS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of PCAIAS, please contact the state securities regulators for those states in which PCAIAS maintains a registration filing. A copy of PCAIAS’s current written disclosure statement discussing PCAIAS’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from PCAIAS upon written request. PCAIAS does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to PCAIAS’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.