Pension Resource Institute LLC is a Chicago-based company that specializes in providing comprehensive compliance solutions and practice management services for financial institutions, including banks, broker-dealers, and RIAs. With their all-in-one platform and unlimited consulting, they help these institutions implement and maintain profitable strategies for serving retirement investors, while staying informed on new laws, regulations, and best practices.
Furthermore, Pension Resource Institute offers customized materials and resources through their Advisor Resource Center, enabling advisors to stand out as industry specialists and build their businesses effectively. They also provide expert advice and custom engagements for both member and non-member firms, assisting them in understanding industry trends, regulatory updates, and advisor best practices.
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