Retirement Plan Network

Retirement Plan Network

A Flexible Way to Deliver Retirement Solutions

Tremendous opportunities may await retirement plan professionals—as well as the firms that work with them. The question is, where can you find the tools, product solutions and technology you need to drive scale and growth?

The answer is Pershing’s Retirement Plan Network—a new open-architecture platform for the sales, servicing and custody of retirement plan business. Integrated into Pershing’s NetX360® technology platform, Retirement Plan Network gives you one-stop access to a wide range of tools and solutions.

An Advisor-Focused Solution

Pershing’s Retirement Plan Network features:

  • A single point of access through NetX360 for individual and retirement plan business
  • Open-architecture investment platform
  • Access to a network of open-architecture recordkeepers
  • Retirement Model Manager, a leading-edge solution that allows retirement plan professionals to seamlessly incorporate proprietary and third-party investment models into a retirement plan
  • Access to integrated tools and practice management solutions, ranging from proposal review tools to participant education materials
  • A conflict-free model that does not compete with advisors
  • Free platform access (additional fees may apply for premium content)
Built With Every Stakeholder in Mind

Retirement Plan Network is designed to deliver a broad range of benefits.


  • A platform that helps advisors sell, service and retain retirement plan business—providing a key recruiting advantage
  • Stronger oversight and governance, with robust reporting and the ability to track business across investments and recordkeepers
  • Access to a best-practices compliance framework
  • Streamlined approach to tracking revenue and business across their retirement plan business

Advisors who offer retirement plans

  • Comprehensive sales, servicing and custody through a single platform
  • A single point of access to view their entire Pershing retirement plan book of business and sell new plans across various recordkeepers
  • Streamlined compensation management and monitoring
  • Opportunities to drive engagement and add value for clients

Retirement plan sponsors

  • Flexibility in structuring investment menus with a broad spectrum of investment choices
  • A range of choices for recordkeeping services
  • Tools to assist with performing fiduciary duties

Featured Solutions and Resources