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.
Click here for more details on how we can make it easier to comply with ERISA through G-MAP+.
Broker-Dealers & RIAs
Adapt to today's changing regulatory regime for retirement plans! PRI works with firms and their advisors to help them serve their 401(k) clients in a competitive and compliant fashion.
Our tools include advisor training via the Advisor Resource Center and G-MAP, as well as home office services through our RetirementAdvantage program.
Home office representatives, click here to learn more about how to keep your retirement plan business growing.
Advisors, click here to discover how you can strengthen your relationships with plan sponsors.
Compliance personnel, click here to learn about our Strategic Risk Assessment, a new service to help firms adapt in light of the Labor Department's fiduciary regulation.
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.
To learn more about services for Service Providers, click here to contact us.