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Deals & People October 17, 2013
Recordkeeper Partners with United Planners
401(k) recordkeeper and plan administrator PAi has agreed to provide support for United Planners’ advisers.
Reported by Rebecca Moore
United Planners is a registered investment adviser and full-service independent broker/dealer. The strategic partnership will provide United Planners’ advisers with PAi’s retirement tools and solutions.
“We anticipate the partnership will result in immediate success for our advisers,” said Bill Riccio, Assistant Vice President, ERISA Plans for United Planners. “PAi brings an incredible focus on teamwork and customer service while implementing a strategic use of technology.”
PAi specializes in 401(k) plans for one to 250 employees from start-ups to plans with more than $1 million in assets. It has developed a proprietary system that will soon be including fiduciary alerts that will help advisers reduce the time spent addressing account service issues. For more information, visit www.pai.com.
United Planners is structured as a limited partnership that provides ownership opportunities to its financial advisers. For more information, visit www.joinunitedplanners.com.