Pension Resource Institute (PRI) is a consulting firm that provides broker-dealers and registered investment advisors with a solution to your ERISA compliance, training and supervision needs.

  • PRI’s compliance support provides template forms and agreements to paper retirement plan accounts, policies and procedures to support approved retirement plan services and unlimited call support for your home office compliance staff
  • PRI’s training library includes customized offerings designed to support home office personnel, registered representatives who are new to the ERISA marketplace as well as advanced retirement plan advisors
  • PRI’s supervision tools include GMAP and GMAP +,  a cloud-based platform to help plan sponsors streamline information-gathering, analysis, decision making and documentation.