P&A Retirement Platform

We provide exemplary recordkeeping services that set us apart from our competitors. Our philosophy is rooted in the belief that more is better.

Open Architecture Platform

With the open architecture of the P&A Retirement Platform, you’ll have access to virtually any mutual fund in the U.S. financial markets, including ETFs, collectives, and stable-value funds. Plus, as an independent service, we are not affiliated with any investment company, nor do we own proprietary funds, meaning we place zero bias or restrictions on your investments.

Flexible Recordkeeping

Unlike “bundled” service providers that often limit their plan offerings, we provide state-of-the-art recordkeeping services to any type of definite contribution plan. Our platform also offers:

  • Online enrollment.
  • Online loan processing.
  • Online account access for participants, plan sponsors, and advisors.
  • Mobile account access for participants.
  • The ability for advisors to create customized allocated portfolios.

Advisor Dashboard

Our advisor dashboard 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

Within the P&A Retirement Platform, you have the ability to construct pre-allocated model portfolios using Mutual Funds, ETFs, CIFs, or any combination of the three.

100% Transparency

As the need for disclosure of all retirement plan fees continues to rise, we remain steadfast in our commitment to providing a completely transparent program designed to provide you with sufficient information to carry out your fiduciary responsibilities. Unlike most retirement plan providers, we are not subsidized by the funds themselves in the form of revenue sharing (12b-1 fees, shareholder-servicing fees, and sub-transfer agent fees). Instead, we separate our recordkeeping and investment management fees so that you clearly see and understand the costs for all plan administrative functions.

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