Retirement Services 

Through The Investment Center, you will have access to a full range of retirement products and services.

Products

• Traditional IRA

• Roth IRA

• SIMPLE IRA 

• 401(k) 

• SOLO 401(k)

• SIMPLE 401(k)

• Profit Sharing

Services

• Plan Documents, Adoption Agreements, Supporting Forms

• Summary Plan Descriptions

• Federal Tax Reporting (1099R, 5498, 990T)

• Periodic Distribution Services

• IRA Resource Checking

• Customer Service Hotline for Producers    

Please note that Pershing does not prepare 5500 Reports, nor do they handle the third party administration.