x

A PHP Error was encountered

Severity: Notice

Message: Undefined variable: content_category

Filename: user/transcript.php

Line Number: 106

A PHP Error was encountered

Severity: Warning

Message: Invalid argument supplied for foreach()

Filename: user/transcript.php

Line Number: 106

Retirement Plan Network Overview

Total Views  :   213
Total Likes  :  0
Total Shares  :  0
Total Comments :  0
Total Downloads :  0

Add Comments
Presentation Slides

1) REV UP YOUR RETIREMENT BUSINESS WITH PERSHING’S RETIREMENT PLAN NETWORK The retirement market is growing, with total 401(k) and IRA assets expected to exceed $15 trillion by 2018.1 Now you can rev up your retirement business and increase your market share with Pershing’s Retirement Plan Network. Efficient Retirement Plan Network is an open-architecture solution that streamlines the sales and servicing of defined contribution (DC) plans. This centralized hub will provide broker-dealers, registered investment advisors (RIAs) and advisors with a full range of tools and resources to grow their retirement plan business and take advantage of this fast-growing market. End-to-End Retirement Plan Network allows advisors to connect to independent recordkeepers through NetX360®, and leverage a host of resources that enhance service for clients planning to retire. Via NetX360, advisors can create proposals, view plan investments, develop and rebalance model portfolios, conduct investment reviews, facilitate IRA rollovers, and access plan sponsor and participant education materials. Best of all, Pershing’s Retirement Plan Network offers a broad spectrum of benefits for all stakeholders: Firm › Assistance in recruiting advisors with plan business › Stronger oversight and governance › Easier revenue management › Ability to monetize existing relationships Advisors Plan Sponsors › Tools and support for efficient sales and servicing › Opportunities to drive engagement and add value for clients › Streamlined › Greater flexibility in structuring investment menus › A range of choices for recordkeeping Plan Participants › Potential for broader spectrum of investment choices › Access to planning › Access to tools tools and materials from recordkeepers to assist with fiduciary duties › Investment support compensation disclosure and guidance from participant’s advisor Retirement Plan Network

2) Effective From enhanced compliance solutions to access to a broad range of recordkeepers and investment choices, Retirement Plan Network is a potentially effective solution for growing and streamlining your retirement plan business. Why Pershing for Retirement? Did you know that more than 50% of the over 5.5 million accounts on our platform are retirement accounts?2 This business is as important to us as it is to you. That’s why we’ve built one of the industry’s most comprehensive retirement offerings. And we continuously invest in our infrastructure to ensure that you remain at the forefront of the retirement marketplace. At Pershing, we are dedicated to helping you succeed. To learn more about Retirement Plan Network, contact Rob Cirrotti at RCirrotti@Pershing.com. 1 C  erulli Retirement Markets 2013. 2 A  s of June 30, 2014. ©2015 Pershing LLC. Pershing LLC, member FINRA, NYSE, SIPC, is a wholly owned subsidiary of The Bank of New York Mellon Corporation (BNY Mellon). Trademark(s) belong to their respective owners. pershing.com One Pershing Plaza, Jersey City, NJ 07399 REF-PER-RPN-1-15