Prime Pensions, Inc is a national TPA built for speed, scale, and proprietary plan design. We help advisors win and owners maximize their tax savings.
We deliver decades of expertise and a no-conflict TPA-only model to maximize client savings and compliance coast-to-coast.
Built on a history dating back to 1975, Prime Pensions is the national TPA partner designed for efficiency and scale. We offer a TPA-Only fiduciary model, ensuring zero conflict of interest and enabling Financial Advisors to succeed while we handle the complexity.
Built on a history dating back to 1975, Prime Pensions is the national TPA partner designed for efficiency and scale. We offer a TPA-Only fiduciary model, ensuring zero conflict of interest and enabling Financial Advisors to succeed while we handle the complexity.
As a dedicated national Third-Party Administrator, we focus solely on maximizing plan performance and compliance—we do not compete with you on investments. Our TPA-only model allows us to deliver technical excellence and unparalleled service efficiency that bundled providers simply cannot match.
We use our proprietary software to run complex plan scenarios and analysis in hours, giving you the immediate edge required to win new business.
Go beyond standard 401(k)s. We use Defined Benefit and Cash Balance plans to legally skew contributions and generate the largest possible tax deductions.
Full-time in-house actuaries and certified specialists ensure your plan remains compliant, minimizing risk and maximizing technical proficiency.
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Product Manager
Your Indispensable Technical Partner. We provide the quick-turnaround scenarios, deep regulatory expertise, and consistent white-glove service that makes you shine in front of your clients. We help you grow AUM.
Save More. Worry Less. Stop settling for off-the-shelf plans. Get a custom-designed solution that delivers maximum wealth-building potential for you and keeps the administrative burden off your plate.
Prime Pensions is a single, integrated national firm. We provide consistent, top-tier expertise across the country, ensuring your plan gets the same exceptional service and technical prowess, regardless of location.
Speak with an expert today to start your plan design analysis and see what your business can save this year.
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