About Us

At the Pension Resource Institute (PRI), we have a singular mission: to simplify regulatory complexity. We understand that compliance can be both costly and cumbersome. And properly navigating the technical, and ever-evolving requirements of regulatory bodies, demands specialized knowledge, proprietary tools, and a proven approach.

That is why we founded PRI: to offer affordable, turn-key compliance, training and integrated practice management solutions for your retirement business. Our members are registered investment advisers (RIAs), broker-dealers, banks and independent advisors, each with unique needs for ongoing education and guidance. To meet these challenges, PRI has developed an innovative member portal, which features actionable training, access to our library of configurable model forms, agreements, policies and procedures, disclosures, and our proprietary 401(k) plan sponsor governance program, all included in one flat, monthly fee.

By leveraging these tools, our members can cultivate their team and attract top-talent, becoming more competitive in the marketplace. And as the regulatory landscape continues to change, so do our resources, with PRI team members at-the-ready to answer questions as they arise. This level of strategic support, combined with access to subject matter experts, enables our members to craft a profitable and sustainable compliance strategy, with no hidden fees or additional hourly costs. At PRI, we simplify regulatory complexity, bringing peace-of-mind and allowing our members to focus on growing their businesses.