PBRetire is our in-house record-keeping platform. 

Benefits of working with PBRetire include:

●     Comprehensive reporting 

●     Over 20,000 of funds available to choose from.

●     We can process auto-enrollment - which means participation rates go up. This is good for the employee (by saving toward their own retirement); and the employer improves their chances of passing non-discrimination tests.

●     Multiple custodial options

●     Open Architecture

●     Fees are all stated up-front. 

●     Brokerage accounts: for someone who wants to select their own funds. We also offer partial shares with ETFs.

●     Auto-escalation option, which has been shown to improve retirement readiness.

●     All of the funds offered in your plan are priced at share-price; we don’t take a mark-up (you’ll often see these referred to as “wrap fees”) .

If PBRetire for some reason doesn’t work, we can and regularly work with outside recordkeepers and insurance companies.