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 is offered exclusively through experienced retirement plan advisers. PRI consults with the adviser and plan fiduciaries and assists in the implementation of processes designed to promote prudence and consistency across key plan functions. The Concierge Program features the adviser as the “quarterback” of valuable information-gathering, evaluation and monitoring activities to streamline decision-making and reporting for plan fiduciaries.
PRI hosts quarterly webinars for subscribers of its Defined Contribution Programs that focus on retention and prospecting strategies, case studies and new retirement-related products and tools. Subscription clients also have access to PRI’s proprietary Plan Sponsor and Adviser Fact Sheets addressing new and proposed legislation and regulations.