Pension Inc. offers you choice in selecting the retirement platform that is right for you and your client. We offer a true open architecture platform and complete fee transparency. Our PI Interlink recordkeeping program provides access to more than 20,000 mutual fund and ETF options. You’ll find all asset classes and major fund families represented. And we offer net asset value pricing – load fees are waived.
We also offer self-directed accounts that allow for multiple investment options, including unique securities.
For some advisors, Pension Inc. serves as a compliance third-party administrator. In these instances, we work with Transamerica, Principal, John Hancock and American Funds, among others – some of the most trusted names in the industry.