PRI delivers banks, broker-dealers and RIAs a configurable platform, coupled with unlimited consultation, to implement and maintain profitable strategies for serving retirement investors. Our core services include: * Reviewing business model for conflicts * Configuring agreements, disclosures and compliance policies * Customizing your platform with training and client-facing resources * Keeping you informed on new laws, regulations and best practices * Promoting compliance for IRA rollovers
View Top Employees from Pension Resource Institute, LLC| Website | http://www.pension-resources.com |
| Revenue | $24 million |
| Employees | 6 (6 on RocketReach) |
| Founded | 2010 |
| Phone | (913) 236-9841 |
| Technologies |
JavaScript,
HTML,
Google Analytics
+12 more
(view full list)
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| Industry | Financial Services, Insurance, ERISA Compliance, Securities Compliance, Strategic Consulting, Subscription Services |
| Web Rank | 16 Million |
| Competitors | Kalorama Partners LLC, Network Frontiers, Procon IQ, Roland|Criss, The Data Governance Institute (DGI) |
| SIC | SIC Code 637 Companies, SIC Code 63 Companies |
| NAICS | NAICS Code 525110 Companies, NAICS Code 5251 Companies, NAICS Code 525 Companies, NAICS Code 52511 Companies, NAICS Code 52 Companies |
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Pension Resource Institute, LLC Questions
The Pension Resource Institute, LLC annual revenue was $24 million in 2024.
Steve Niehoff is the COO of Pension Resource Institute, LLC.
6 people are employed at Pension Resource Institute, LLC.
Pension Resource Institute, LLC is based in San Diego, California.
The NAICS codes for Pension Resource Institute, LLC are [525110, 5251, 525, 52511, 52].
The SIC codes for Pension Resource Institute, LLC are [637, 63].
Top Pension Resource Institute, LLC Employees
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ViewSteve Niehoff
Chief Operating Officer at Pension Resource Institute, LLC
Columbus, Ohio, United States33 -
11
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1
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ViewCherisha Chapman
Products Manager at Pension Resource Institute, LLC
Columbus, Ohio, United States11
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