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. Working in concert with experienced financial professionals, PRI delivers the training, tools and procedures to comply with technical and ever-changing requirements. … [Read More...]
Integrating securities and ERISA compliance, PRI delivers customized and subscription-based solutions to broker-dealers and investment advisers to manage risk, create economies of scale and increase revenue. Drawing on its broad experience in working with all affected business units allows PRI to develop uniquely profitable and sustainable strategies for the retirement plan marketplace. … [Read More...]
PRI delivers actionable strategies and technology-based resources to retirement plan providers, investment managers, recordkeepers, TPAs and tools/training providers designed to strengthen relationships and increase distribution. From product development and enhancement to value adds and wholesaler training, PRI supports all aspects of retirement plan sales and services. … [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