Company Research Report: Pension Resource Institute
Company Overview
- Name: Pension Resource Institute (PRI)
- Mission: The mission of PRI is to make retirement plan compliance accessible and affordable.
- Founded By: Jason Roberts, Esq.
- Key People in the Company:
- Jason Roberts, Esq. - Founder & Chief Executive Officer
- Annie Messer - President, Member Relations
- Karen DiStasio - Senior Vice President, Member Relations
- Steve Niehoff, QKA, TGPC, QPFC, ChFC - Chief Operating Officer
- Cherisha Chapman - Products Manager
- Headquarters: 2470 East Main Street, Columbus, Ohio 43209
- Number of Employees: No information is available
- Revenue: No information is available
- Known For: PRI is known for providing turnkey compliance, practice management, and training platforms for banks, broker-dealers, registered investment advisors, and other member firms. They focus on retirement plan compliance.
Products
- Products Offered: PRI offers an all-in-one platform for retirement plan compliance, practice management, and training.
- High-level Description of the Product:
- PRI’s service is delivered through a turnkey platform that includes a library of configurable model forms, agreements, policies and procedures, and disclosures.
- The platform identifies conflicts under ERISA and the Code and provides strategies to address them.
- G-MAP, a proprietary 401(k) plan sponsor governance program.
- Actionable training and exam administration.
- Key Features:
- Unlimited consulting to help member firms grow their businesses.
- Strategic support and access to subject matter experts.
- A flat, predictable program fee with no hidden costs.
Recent Developments
- Recent Developments:
- No specific recent developments in the company beyond the foundational offerings are mentioned.
- New Products Launched: No information is available.
- New Features Added to Existing Products: No information is available.
- Partnerships:
- Formation of Group Plan Systems (GPS) in 2021, co-owned by PRI, to serve as a Pooled Plan Provider (PPP) for the Pooled Employer Plan (PEP) market.
Additional Notes
- The Retirement Law Group, founded by Jason Roberts, rebranded as Fiduciary Law Center in July 2024, reflecting the firm's evolution in providing broader legal services beyond retirement-related matters.
For more information or to schedule a demo of PRI's platform, you can contact them at info@pension-resources.com or call 913-236-9841.
