Competitive and Compliant Solutions for the Retirement Marketplace
Employers must manage and administer their retirement plans prudently and in the best interests of plan participants. When they do not have the necessary skills, they are required to engage outside expertise. The Department of Labor has vowed to a rigorous enforcement of the law and has implemented a number of reforms that will necessitate changes to existing policies and procedures. Working in concert with experienced financial advisors and retirement plan consultants, PRI provides employers with … [Read More...]
Integrating securities and ERISA compliance, PRI delivers customized and subscription-based solutions to broker-dealers and investment advisers to manage risk, create efficiencies and increase revenue. Drawing on its broad range of expertise, from compliance and supervision to sales and distribution, PRI works with all affected business units to develop profitable and sustainable strategies for the retirement plan marketplace. RetirementAdvantage RetirementAdvantage provides comprehensive suite … [Read More...]
Drawing on its experience working with plan sponsors, broker-dealers and investment advisers, PRI delivers actionable strategies to product providers, investment managers, recordkeepers, TPAs and tools/training providers designed to strengthen relationships and increase distribution. From white papers and value add materials to wholesaler training and product development consulting, PRI provides the necessary partnership and expertise to support all aspects of retirement plan sales and … [Read More...]
613 Ocean Drive
Manhattan Beach, CA 90266
Tel: 310-210-1679
Email: info@pension-resources.com
60 Thomas Park
South Boston, MA 02127
Tel: 617-834-0900
Email: info@pension-resources.com