Competitive and Compliant Solutions for the Retirement Marketplace
PRI works with clients to engineer compliant and competitive retirement plans and related products and services. The broad experience of the PRI team allows us to collaborate with our clients and third-party experts to identify opportunities, manage risk and align goals with available resources. Broker-Dealers and Registered Investment Advisers Integrating securities and ERISA compliance, PRI is able to deliver “best practice” approaches for achieving the specific goals of each client with an … [Read More...]
PRI works with clients to develop and implement custom technology-based solutions to create efficiencies and streamline data gathering, monitoring and reporting functions. From sales and product support to compliance and supervision, PRI consults with clients to determine needs and to align goals with current resources and available third-party solutions. PRI conducts preliminary due diligence on a number of vendors of web- and application-based platforms and tools designed to support … [Read More...]
PRI offers custom and standardized training for clients seeking to stay abreast of evolving legal and regulatory requirements affecting retirement plans and service providers. From due diligence to supervision, the PRI team delivers actionable guidance to broker-dealer home office personnel and provides sales and compliance education for retirement plan advisers and wholesalers. Instruction can be live, e-learning or web-based and may be hosted by PRI or "white labeled." PRI's ERISA Concierge Program … [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