PRI Firm Assessment

PRI's Firm Assessment for Retirement Business is intended to help you gauge your firm’s risk and competitiveness with regard to Strategy, Compliance, and Practice Management for your overall retirement business.

Strategy
Balancing risk management with growth

Compliance
Development and maintenance of key documents and rule-monitoring services tailored to your business

Practice Management
Business growth facilitated by client-facing deliverables

Section # of Yes answers
Strategy 0
Compliance 0
Practice Management 0
Firm Score: 0
Firm Score Summary and Action Items
12-14 Firm has many positive factors, with some opportunities to improve competitiveness and/or reduce risk.
8-11 Firm has several opportunities to improve competitiveness and/or reduce risk.
7 or fewer Firm has reduced competitiveness and/or greater risk than other firms in the market. Potential for compliance risks to materialize is greater than peers.

Disclaimer.  Any opinions or analysis are intended to be used solely for educational purposes and should not be construed as a legal advice, are not to be acted on as such, and are subject to change without notice. The Pension Resource Institute, LLC does not provide legal or tax advice.


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