Corporate Retirement Plans


As a business owner, your personal, business and investment plans should be developed and reviewed ideally through one comprehensive lens. Your personal and business goals, finances, and challenges are intricately tied and often rely on your readiness to respond regardless of the unexpected.  

PRS has vast expertise in understanding and working with the unique needs and circumstances of business owners. We can work with you as you establish your business, grow your business and eventually transition your business. Regardless of what stage you’re at today, it’s important to align your personal goals along with the plans you have in place for your business and your investment strategies.   You’ll be better equipped to establish a foundation that can help secure your financial future in business as well as in retirement.

In our Corporate Retirement Plans and Institutional Services Divisions, we specialize in working with for-profit and not-for-profit institutions that have over $2,000,000 of investable assets and desire to work with a Co-Fiduciary that always places the best interests of the client first.

Services We Offer Businesses

  • Comprehensive Wealth Planning
  • Corporate Retirement Plan Fiduciary Services (see 401k Plan tab)
  • Investment Management Services
  • Investment Consulting Services
  • Employee Financial Education Programs
  • Fixed Income Portfolio Management
  • Insurance Management and Consulting Services
  • Retirement Plan Management and Consulting Services
  • Estate Planning