PRI offers plan sponsors cutting-edge training, tools and procedures to comply with today’s evolving retirement plan regulations.
Our tools include G-MAP+, a program that combines a streamlined plan governance process with cloud-based document retention.
Integrating securities and ERISA expertise, PRI delivers competitive and compliant solutions to financial institutions serving the needs of retirement investors.
From compliance-related model forms, agreements, disclosures, policies and procedures, etc. to strategic consulting, supervisor and advisor training, PRI’s RetirementAdvantage platform delivers a turn-key approach to preparing for and complying with the Department of Labor fiduciary regulation and related prohibited transaction exemptions, including the Best Interest Contract Exemption (BICE).
Product & Service Providers
Do you represent a service provider or an investment manager? PRI can help you connect with retirement plan advisors via our Advisor Resource Center, as well as through recorded and live events across the country.
Our ERISA experts can coordinate with you to provide retirement-related education and training.