Retirement Programs

Similar to an individual's situation, when it comes to Retirement Plans, every situation is different. That is why we have implemented the same investment philosophy used in our Wealth Management practice to our Retirement Plans practice. Whether you are a solo-practitioner or a large corporation; we can help. We will analyze your objectives and goals, implement an appropriate plan and monitor plan performance. Most importantly as your company grows and it's needs change; we will adapt to these changes insuring that you and your plan participants are serviced by the best possible plan. In doing this we will provide:

Open Architecture - thousands of top quality mutual funds available on a
no-load, load-waived and no transaction fee basis.

Enhanced Returns - the mutual funds used have lower internal investment management costs which often translates into higher investment returns. Also available to the plan participant is the investment knowledge of the PIP Investment Managers. Our managers can assist participants with the selection, implementation and monitoring of an appropriate asset allocation model. This assistance can help in providing superior risk-adjusted returns.

No Conflicts of Interest - we provide our services on an objective basis and receive no kickbacks or rebates from any investment management firms; this allows us to remain completely unbiased and independent in nature.

Full Fee Disclosure - all costs and fees associated with plans will be shown upfront. You can rest assured that we will not provide any insurance or annuity-based products that have high hidden underlying costs.

Friendly and Personal Service - each participant has access to the Investment Managers of PIP to assist them in establishing an asset allocation model that appropriately matches their risk tolerance level with their long-term goals. The Investment Managers are also available going forward to answer any questions or concerns that your plan participants may have concerning the plan or their individual situations.