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Retirement Solutions

Small Business
Retirement Plans

Unlock the Full Potential in
Small Business Plans

Small businesses can offer big opportunities. They give retirement specialists the chance to build strong relationships on multiple levels—with the business, its owners and its employees. The question is, how can you deliver excellent service at a reasonable cost?

Pershing can help you meet the diverse needs of small businesses in a cost-effective way.

We make it more convenient to deliver popular, easy-to-administer plans that are designed to meet the unique needs of small businesses—regardless of their size or sector. Pershing supports individual brokerage accounts for the following plans:

  • Simplified Employee Pension (SEP) Individual Retirement Account (IRA)
  • Savings Incentive Match Plan for Employees (SIMPLE) IRA
  • Individual 401(k)
  • 401(k) Plans
  • 403(b)(7) Custodial Accounts
  • Money Purchase Pension Plans
  • Profit Sharing Plans
SMALL BUSINESS RETIREMENT PLANS SOLUTIONS

Our Capabilities

LOW-COST

Low-Cost Mutual Fund Only Option
 

Now you can help small businesses control expenses by offering a distinctive benefit from Pershing. Available exclusively to Pershing clients, our Mutual Fund Only Option is available for small business SEP and SIMPLE IRA plans. It carries a low-cost annual maintenance fee.

FULL-FEATURED

Full-Featured Retirement Plans  
 

For more complex plans, Pershing's  Retirement Plan Network  offers a flexible open-architecture platform for the sales, servicing and custody of retirement plan assets—integrated into NetX360.

BUSINESS-BUILDING

Business-Building Tools and Resources

Pershing offers extensive ready-to-go resources to help small business retirement specialists grow their revenue and engage their clients and prospects.

Ask how we can help transform
your business

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Featured Solutions and Resources

Retirement Plan Network

Discover a new open-architecture platform for the sales, servicing and custody of retirement plan assets—integrated into NetX360.

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Small Business Retirement Plans

Manage the complex retirement planning needs of small businesses with SEP IRA, SIMPLE IRA, Individual 401(k), 401(k), 403(b) and profit sharing plans.

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Annuity and Insurance Solutions

Learn how our annuity and insurance solutions can help you address your investors’ retirement income needs.

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Information for Investors

Account Balance Inquiries (201) 413-3333

© 2024 Pershing LLC. All rights reserved. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole and/or its various subsidiaries generally. Brokerage custody provided by Pershing LLC, member FINRA , NYSE , SIPC , a BNY Mellon company. Brokerage services may be provided by Pershing Advisor Solutions LLC, member FINRA, SIPC. Bank custody provided by BNY Mellon, N.A, member FDIC. Investment advisory services, if offered, may be provided by BNY Mellon Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940 or one or more affiliates of BNY Mellon. Technology services may be provided by Pershing X, Inc. This site provides information for investment professionals. It is not intended for use by the general public. Trademarks belong to their respective owners. BNY, BNY Mellon and Bank of New York Mellon are the corporate brands of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole and/or its various subsidiaries generally.

 

Forward-looking statements are not guarantees, and they involve risks, uncertainties and assumptions including delivery timing estimates, mock-ups, and functionality descriptions which remain subject to change without notice. Although we make such statements based on assumptions that we believe to be reasonable, there can be no assurance that actual results will not differ materially from those expressed in the forward-looking statements. Certain functionality discussed may not be available as of the time of viewing. Products and services described herein are intended for financial professional use.

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