Payroll & Retirement Integration Made Easy

• PRIME can provide an easy, safe, and cost-competitive solution without incurring additional administrative burdens.

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    What is PRIME?

    PRIME stands for Payroll and Retirement Integration Made Easy. It’s a Group 401(k) program designed and made available for an organization’s members or clients.

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    Who Can Benefit From PRIME?

    Any group with access to clients or members can become an endorser. An endorser does not assume the liabilities or responsibilities that named fiduciaries have for endorsing the plan.

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    What Benefit Does PRIME Provide?

    Allows members or clients ability to transfer fiduciary responsibilities and liabilities with positive impact on expenses through aggregation scale.

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    Speak With A PRIME Consultant

    Complete the form below and a PRIME Consultant will be in contact with you.

    • First Name*
    • Last Name*
    • Client City*
    • Client State*
      CLIENT STATE*AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific
    • Client Postal Code*
    • Email*
    • Plan Name*
    • Total Assets in Plan*
    • Number of Eligible Participants*
    • Number of Active Participants*
    • Advisor on Plan*
      ADVISOR ON PLAN*YesNoI Don't Know
    • If Yes, Advisor Name
    • Is the Plan Safe Harbor*
      IS THE PLAN SAFE HARBOR*YesNoI Don't Know
    • Current Providers*
    • Phone
      This field is for validation purposes and should be left unchanged.

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