Employer Sponsored Retirement Plans
Prism Financial Resources helps employers offer cost-effective retirement plans to their employees. Our plans can help employers recruit and retain top employees and improve their financial performance. To help us provide the highest quality products and services, PFR has created strategic alliances with some of the nation’s top retirement plan specialists.
Customized Plans
Prism can customize a retirement plan that meets the specific needs of any size employer. PFR has the capability to provide a complete retirement plan package or specific components of a larger plan. PFR helps employers design, implement and maintain the following types of plans:
- 401(k)
- 403(b)
- 457
- Defined Benefit
- Defined Contribution
- Keogh
- Pension
- Stock Option
- IRA
Diversified Investment Options
PFR provides a wide range of investment options for client companies. Plan participants can choose from:
- Leading mutual fund and investment companies
- Minority-owned asset management companies
- Socially responsible mutual funds
PFR uses a sophisticated financial screening program from Linsco Private Ledger to select only the finest money management companies in the world. We ensure that every PFR retirement plan meets the highest industry standards for safety, diversification and performance.
Financial Education Options
In today’s rapidly-changing economic climate, worksite financial education is increasingly in demand for employers and employees alike. PFR can make a customized financial education program part of any retirement plan package. This helps employees better understand and manage their retirement plans and other employee benefits.
To learn more about our retirement plan options, please contact PFR :
Phone: (213) 482-2590
Email: gwheeler@prismfinancialresources.com
A Registered Investment Advisor
Securities offered through LPL Financial
Member FINRA/SIPC
LPL Web Site