Investment Professionals

If you are a Broker, Registered Investment Advisor (RIA) or Certified Financial Planner (CFP), we invite you to contact us to discuss how we may help you grow your retirement book of business.  Because we are strictly fee-for-service and we do not promote or sell investments – we do not compete with you.  Rather, we compliment your services and provide you with the needed support in the highly technical pension arena.  PPC offers both packaged product TPA services and open-architecture platforms.  The following is a short list of investment platforms and packaged product providers with whom we have established relationships.  If you work with an investment provider not listed below, please contact us as we may already have a working relationship with that provider.

Our Open Architecture trading platform partners:

Packaged Product Recordkeeping Partners:

A Note to Investment Professionals in need of large firm retirement plan support

If you are a financial professional in need of the pension resources of a large firm, the team at PPC offers support that will help you deliver your services to both prospective and existing clients in a targeted and efficient manner.

PPC will review and assess existing retirement plans and offer ways to improve and enhance the retirement plan design.  The results of our review will be packaged in a report with a list of talking points for your meeting with the client.  We also offer plan design and feasibility reports for clients who are looking to establish a retirement plan.

Contact Us for more information.