Our Mission

Our mission is to make retirement plan compliance accessible and affordable.

We do this by identifying the right services to deliver to your clients and building compliance resources from there. For member firms, our service is delivered through a turnkey compliance, practice management and training platform, backed by unlimited consulting to grow your business.

Our member firms are banks, broker-dealers, and RIAs, each with unique needs to balance risk management and growth. To meet these challenges, PRI has developed an innovative member platform, featuring:

  • Access to our library of configurable model forms, agreements, policies and procedures, and disclosures;
  • The ability to identify conflicts under ERISA and the Code, and strategies to address them properly;
  • G-MAP, our proprietary 401(k) plan sponsor governance program; and
  • Actionable training and exam administration, all included in a flat, predictable program fee.

As laws, regulations, and best practices 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 make retirement plan compliance accessible and affordable, allowing our member firms to focus on growing their businesses.

For More Information

For more information about PRI’s services, or to schedule a demo, please contact us.

Contact us

Download brochure