Platform Options

As an independent provider, we have no intentions of swaying you or your client toward one platform or another. Rather, we want to help identify the plan that suits every party best.

P&A Retirement Platform

Our in-house platform features an open investment menu to allow you access to thousands of mutual funds, Collective Investment Funds (CIFs), Exchange Traded Funds (ETFs), and stable value funds. Unlike other so-called “open architecture” platforms, P&A Group does not place artificial restrictions on the mutual fund families or fund share classes that we make available to you. Subject only to the fund’s minimum requirements, P&A Group provides sponsors and their advisors access to the very best investments in each asset class. Add ETFs and CIFs to the mix, and the investment possibilities are almost endless.  Learn more about the P&A Retirement Platform.

Outside Platforms

P&A offers you choice in selecting the retirement platform that is right for you. We have many years of experience working with the top retirement platforms and can assist in selecting the platform that best fits your needs.  Learn more about our outside platforms

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