Retirement Plans

In the rapidly evolving retirement plan industry, you expect your retirement plan service provider to be leading the way, not trailing the pack. That’s why P&A Group devotes a significant amount of time and resources to staying up to date with the latest technologies and innovative client service platforms to help you build and preserve your retirement plan business.

We strive to add true value to our relationship. Whether it’s our expertise in administration and compliance services, our open architecture record-keeping platform, or the dedication of our experienced, responsive plan design consultants, you’ll quickly learn that P&A Group is the kind of firm you’ll want to partner with long term.

Advisor Support

You can count on P&A Group to provide:

  • Prospecting and lead generation.
  • Assistance in evaluating vendors.
  • Plan illustrations.
  • Proposal collaboration.Implementation support — client presentations and enrollment meetings.
  • Participant education and communications.
  • Investment screening tools.

Advisor Dashboard

Our advisor dashboard, accessible via the P&A Group Retirement platform, allows you to view a summary of all your retirement plan business on one page. From there, you can drill down to individual plans, search for individual participants, or view investment statistics.

Build Customized Model Portfolios

Utilizing the P&A Group Retirement platform, you have the ability to construct pre-allocated Model Portfolios using Mutual Funds, ETFs, CIFs, or any combination of the three.

To learn more about our retirement plan for your client, request a proposal to discuss your needs.