Retirement Advantage

Product Description

About this Product

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  • Configurable agreements, policies & disclosures
  • Unlimited compliance & strategic coaching
  • Fiduciary education for you & your clients

About Pension Resource Institute

Our mission is to make retirement plan compliance accessible and affordable. We do this by identifying the right services to deliver to your clients and building compliance resources from there. For member firms, our service is delivered through a turnkey compliance, practice management and training platform, backed by unlimited consulting to grow your business. As laws, regulations, and best practices change, so do our resources, with PRI team members at-the-ready to answer questions as they arise. This level of strategic support, combined with access to subject matter experts, enables our members to craft a profitable and sustainable compliance strategy, with no hidden fees or additional hourly costs.

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Compliance, Practice Management
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Serving RIAs Since

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API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.