Pension Resource Institute

Business Services · Ohio, United States · 11-50 Employees

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Overview

Headquarters

2470 E Main St # 200, Columbus, Ohio, 43...

Phone Number

(913) 236-9841

Revenue

$6.3 Million

Industry

Business Services Training Education Project Management

About Pension Resource Institute

Pension Resource Institute provides an all-in-one platform and unlimited consulting services focused on retirement compliance solutions for banks, broker-dealers, and registered investment advisors (RIAs). They offer customizable frameworks, training materials, and resources to help financial institutions implement profitable strategies while ensuring compliance with regulations. Additionally, they provide practice management tools and expert advice to assist firms and advisors in enhancing their business operations. Their mission is to make retirement plan compliance accessible and affordable for all financial institutions.Explore more
Pension Resource Institute's Social MediaSIC Code 87,874NAICS Code 54,541Show more

Pension Resource Institute Org Chart

PhoneEmail
Annie Messer, President at Pension Resource Institute
United States flag for contact location.

President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Pension Resource Institut...

$6.3M
11-50
Private
-
2010
Annie Messer, President at Pension Resource Institute
Annie MesserPresident
$6.9M
11-50
Private
-
1995
<$5M
11-50
Private
<$5M
1992
DH
Dorothy HuntHead of Customer Success
<$5M
1-10
Private
<$5M
2005
David Hembree, President & Pension Consultant at Hembree TPA
David HembreePresident & Pension Consultant
<$5M
1-10
Private
-
1975
MR
Michael RosenbloomManager, Administrative Services
<$5M
1-10
Private
-
2011
MC
Michael CrossInvestment Advisor & Representative
<$5M
1-10
Private
-
2018
N/A
Illustration of an envelope

Pension Resource Institute Tech Stack

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Frequently Asked Questions Regarding Pension Resource Institute

What is Pension Resource Institute's official website?
Pension Resource Institute's official website is www.pension-resources.com
What is Pension Resource Institute's Revenue?
Pension Resource Institute's revenue is $6.3 Million
What is Pension Resource Institute's SIC code?
Pension Resource Institute's SIC: 87,874
What is Pension Resource Institute's NAICS code?
Pension Resource Institute's NAICS: 54,541
How many employees does Pension Resource Institute have?
Pension Resource Institute has 11-50 employees
What industry does Pension Resource Institute belong to?
Pension Resource Institute is in the industry of: Business Services, Training, Education
What is Pension Resource Institute competition?
Pension Resource Institute top competitors include: Unified Compliance, Vault Retirement Services, Benefits Administrators, Cross Financial
What technology does Pension Resource Institute use?
Some of the popular technologies that Pension Resource Institute uses are: Microsoft 365, Google Tag Manager, Font Awesome, GoDaddy DNS
How do I contact Pension Resource Institute?
Pension Resource Institute contact info: Phone number: (913) 236-9841 Website: www.pension-resources.com
What does Pension Resource Institute do?

Pension Resource Institute provides an all-in-one platform and unlimited consulting services focused on retirement compliance solutions for banks, broker-dealers, and registered investment advisors (RIAs). They offer customizable frameworks, training materials, and resources to help financial institutions implement profitable strategies while ensur... ing compliance with regulations. Additionally, they provide practice management tools and expert advice to assist firms and advisors in enhancing their business operations. Their mission is to make retirement plan compliance accessible and affordable for all financial institutions.Read More

What are Pension Resource Institute social media links?
Pension Resource Institute Linkedin page Pension Resource Institute Facebook page
Is Pension Resource Institute a public company?
Pension Resource Institute is private company therefore does not currently have an official ticker symbol
See more information about Pension Resource Institute

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