At P&A, our services speak to a simple goal: Help plan sponsors design and implement retirement vehicles through which employees can save for a meaningful retirement. Our partnerships with advisors and technology platform providers align around this same goal.
Advisors and sponsors can take advantage of our broad range of plan design options along with our offering of a competitive approach to unbundled, open architecture investment choices. Add to this flexibility a commitment to highest quality service and support and you have the P&A service model.
Aligning Goals to Your Retirement Strategy
Our plan consultants are experts in the design and implementation of a wide array of plan types and available options. Learn how we can work with you to:
Delivering Great Service
We know that great service is more than an attitude. It's attitude with concern and purpose. We deliver it from our first consultative meeting about initial plan design to preparing and maintaining your retirement plan documents to the ongoing performance of recordkeeping, administration, compliance testing, and reporting to sponsors and participants.