Business Planning

We create successful retirement plan experiences for plan sponsors and their participants. Pinkerton Retirement Specialists focuses in Corporate Retirement Strategies for small to mid-sized companies throughout the United States; including investment analysis and monitoring, plan design, and ongoing fiduciary management. Our independent status means that we are not tied to any particular vendor or product, giving you access to a virtually limitless array of plan choices. With our fully transparent fee structure, you can rest easy in the knowledge that the advice we offer is objective, unbiased, and always aligned with the best interest of your firm and your plan participants.

The PRS Retirement Plan Solution is a comprehensive six‐step process that’s built around three principles:

• Simplicity
  We do the work for you.
• Focus
  Results, not procedures.
• Balance
  Minimizing costs, creating exceptional value.

Our six-step process to building a stronger retirement plan for your company.

1. Evaluate the Retirement Plan

Our initial process provides you with an evaluation of your company’s retirement plan objectives and concerns and an analysis of other plan solutions. We’ll also discuss and review funding strategies for fee administration.

2. Optimize the Retirement Plan

We conduct a feasibility study to help maximize the benefits of your retirement program for both your company and your employees.

3. Build a Fiduciary Shield

Meeting your fiduciary responsibilities can be a complex process. We help control risk by developing a formal investment policy statement and establishing clear criteria for selecting and monitoring investment options.

4. Coordinate the RFP Process

We're on your team giving unbiased advised. We’ll sit on your side of the negotiating table to walk you through the RFP process, manage the flow of information, analyze and review proposal and guide you in making an informed and knowledgeable decision.

5. Educate and Engage the Participants

PRS will manage every step of the transition from your current retirement program to your new program. We coordinate the enrollment of your employees and educate them on the benefits of their new program. We’ll ensure their satisfaction through regular seminars.

6. Monitor, Monitor, Monitor

We’ll manage the health and welfare of your retirement program over its lifetime, advising you on regulatory changes, program enhancements and investment due diligence on an ongoing basis.

To learn more, call to set an appointment with our 401k specialists