Plotkin Retirement Advisors’ (PRA) provides education, advice and support for retirement plans and plan participants. What does that mean?

PERSONAL OVERSIGHT

PRA provides personal oversight of your employees’ retirement plan needs.  A well-designed plan frees your HR department from the complex and time consuming duty of annual enrollment paperwork, notifications and management.

CONVENIENCE AND EASE OF USE

Plotkin Retirement Advisors embraces technology to enhance the retirement plan platform. It simply works better – and better fits the needs of the users.

  • Secure, accurate and up-to-date account information is available at any time.
  • Mobile access to portfolios and account balances.
  • 24-hour anywhere/anytime access to your account from a computer or mobile device.
  • Updates of trade and account information at close of every market business day.

FINANCIAL WELLNESS

No two employees are ever in the exact same financial situation. Investment time horizons, prior savings, risk tolerances, and so many other factors make every plan participant unique. PRA is available to work with every member of your company individually to help them maximize their investing success.  We also provide, at no additional cost, no obligation seminars for your employees.

FIDUCIARY COMPLIANCE

Plan Sponsor fiduciary duties require the highest standard of care. Unfortunately, many Plan Sponsors are often unaware of requirements, uninformed on details, or fail to keep up with changing requirements and laws. Failure to meet the standards can result in financial losses, fines, and even lawsuits.  PRA together with its network of partners will help you meet Department of Labor (DOL) requirements from monitoring and testing to adjusting.

INTEGRATION WITH PAYROLL

The retirement plans that Plotkin advises are integrated with most payroll services, meaning you and your employees are covered from every angle. You’ll be assisted with everything from setting up direct deposit of paychecks to retirement investment strategies.

Resources

No Cost, No Obligation Review

Let us evaluate your current plan. Request an evaluation by sending us your 408(b)(2) Disclosure Notices/Summary Annual Report and Schedule of Assets.

Reviews typically take 5 business days.