The retirement plan industry is evolving rapidly, and you should expect your retirement plan service provider to be in front of changes as they occur. At P&A, we devote significant resources to the task of staying up-to-date with latest technologies and innovative client service platforms to help our advisor partners build and preserve their retirement plan business.
Whether it be our truly open architecture recordkeeping platform, our commitment to full fee transparency or our experienced and responsive administrative staff, you will quickly learn that P&A is the kind of firm that you want to partner with if you are serious about growing your retirement plan business.
Count on P&A Advisor Support on:
- RFP and proposal collaboration
- Client presentations and meetings
- Enrollment meetings
- Participant education and communications
- Web-based access to plan management tools
Our Advisor Dashboard allows you to view a summary of all of your retirement plan business on one page. From there, you can drill down into individual plans, search for individual participants or view investment statistics. Just about anything you want to know about your retirement plan book of business can be found here.
Participant Services: Education Support
From initial enrollment meetings to educational resources and communications, you can rely P&A's commitment to helping retirement plan participants succeed in taking advantage of the opportunity to save in an employer-sponsored retirement plan.
We work with a number of leading national providers including:
- American Funds
- John Hancock
- Lincoln Financial
- MG Trust Company, LLC (Matrix)
- Mid Atlantic Trust Company
- TD Ameritrade Trust Company
Make contact and explore what we can do for you.