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.
PRI delivers competitive and compliant solutions to Broker-Dealers and Registered Investment Advisors serving the needs of retirement investors.
From model forms, agreements, policies and procedures, and disclosures to strategic consulting and supervisor/advisor training, PRI’s RetirementAdvantage platform delivers a turn-key approach to prepare for and comply 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.