Pershing is a one-stop source for a range of individual retirement solutions—along with a wealth of tools and resources to help advisors grow their retirement business. Choose from Traditional, Roth, and Rollover individual retirement accounts (IRAs) that feature convenient account services and distribution options.
Finding the right solution for a client's retirement needs is fast and easy on our open-architecture platform. Pershing is your source for:
Our platform offers advisors the potential to earn income faster. That's because processing is automated for commission and 12b-1 payments for assets held on our platform. Also, advisors can receive commission payments monthly instead of quarterly from select companies.
Each of your clients is unique. That's why Pershing offers a wide range of options for IRA distributions, including:
At the account owner's request, Pershing will automatically calculate the account owner's RMD amount on an annual basis. The account owner may establish a pre-set payment plan based on his or her needs.
Pershing offers advisors an additional opportunity to address their clients' estate planning needs. We allow investors using the stretch distribution strategy to name successor beneficiaries, prompting clients to engage in broader conversations with their advisors.
Available exclusively to Pershing clients, our Mutual Fund Only Option for IRAs carries a low-cost annual maintenance fee of only $10. The option is also available for small business client SEP and SIMPLE IRAs.
Mutual funds may not be available in all jurisdictions. Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. The prospectus contains this and other information about the investment company. Contact your financial organization for a prospectus. Investors should read the prospectus carefully before investing.