Retirement Planning Solutions

Retirement Planning Solutions

Retirement planning is one of the most critical aspects to any investors’ portfolio. Whether your client is a plan sponsor, a young investor, a mature investor or a retiree concerned about their income and legacies, Pershing Advisor Solutions provides tools to serve your diverse needs.

Find the best solution for your clients from our complete range of retirement products and services—and benefit from our dedicated team of experts, who are always available to help guide you in the right direction.

Individual Retirement Accounts

  • A full line of flexible, investor-focused accounts that offer a broad range of self-directed investment choices
  • Traditional individual retirement accounts (IRAs), Roth IRAs, Rollover IRAs, Coverdell Education Savings Accounts (ESAs) and 403(b)(7) custodial accounts
  • Stretch IRA strategy that can help preserve a client's IRA and other qualified assets for their beneficiaries

Employer-Sponsored Plans

  • Includes simplified employee pension plans (SEP IRAs) and savings incentive match plan for employees (SIMPLE IRAs)
  • Offers qualified retirement plans, including 401(k) plans, profit-sharing plans and money purchase pension plans

Value-Added Support Services

  • Provides complimentary marketing resources, training services, financial calculators and educational planning tools to help you integrate retirement solutions into your business

Contact us today to learn how we can help you grow your retirement business.


Attract 401(k) and IRA Rollover Assets

Pershing's Retirement Solutions