Retirement Planning Solutions
Retirement Planning Solutions

Demand for retirement services is exploding—whether you serve young investors just starting out, boomers preparing for the next step, or retirees concerned about their income and legacies.

Pershing gives you the tools to serve the diverse needs of all of your clients. You enjoy access to a complete range of retirement products and services, plus a dedicated team of experts to help you grow your business.

More Options Let You Serve More Clients

  • Traditional, Roth, and Rollover individual retirement accounts (IRAs), plus IRA Resource Checking™
  • Mutual Fund Only IRAs
  • 401(k) and Individual(k) Plans
  • Profit-Sharing Plans
  • Age-Weighted Profit-Sharing Plans with 401(k) option
  • Target Benefit Plans
  • 403(b)(7) Custodial Accounts
  • Money Purchase Pension Plans
  • Simplified Employee Pension (SEP) and Salary Reduction Simplified Employee Pension (SARSEP) Plans
  • Savings Incentive Match Plan for Employees (SIMPLE) IRAs
  • Coverdell Education Savings Accounts
  • Health Savings Accounts

Benefits

  • Competitive fees
  • Stretch IRA planning strategy can help retain clients' IRA and other qualified assets for their beneficiaries
  • Value-added support by product experts to help you integrate retirement solutions into your offerings
  • Complimentary marketing resources, training services, financial calculators, and educational planning tools

Subscribe® - Annuity Order-Entry Platform

Streamline how you process, service, and maintain fixed and variable annuity products from some of the country's leading insurance companies on behalf of your clients. Leverage a sophisticated order-entry system and built-in compliance tools to help meet new requirements outlined by the Financial Industry Regulatory Authority™ (FINRA™) Rule 2821. You can also consolidate existing annuity contracts online within your clients' brokerage accounts.

Contact us today to see how we can help you build your retirement business.

 

Capture Your Share of the Retirement Market

Offer your clients a wide array of sophisticated Retirement Planning Solutions and value-added services.