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:
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 of only $12.
Pershing offers extensive ready-to-go resources to help small business retirement specialists grow their revenue and engage their clients and prospects. Our Retirement Essentials mobile site offers a handy online reference guide of employer-sponsored plan information.