DEMO - Approach - Prime Pensions

Our Approach

Our Differentiator

Our Expertise is Your Edge.

In the retirement plan space, technical mastery and speed are non-negotiable. Prime Pensions is designed from the ground up to eliminate administrative burden, maximize owner savings, and deliver an unparalleled partner experience.

The Three Pillars of Prime Performance

We outperform bundled providers and regional TPAs in three critical areas that drive plan success and advisor growth.

Quotes in Hours. Not Weeks.

Our internally-developed, proprietary software allows us to model complex scenarios and deliver detailed plan design proposals exponentially faster than any competitor. This means you secure new business first.

In-House Actuaries.

Defined Benefit and Cash Balance plans require an Actuary on staff—a complexity few TPAs offer. Our team ensures mandatory regulatory compliance is handled in-house with certified specialists you can trust.

We Don't Compete on Investments.

We are a dedicated Third-Party Administrator. We have zero interest in managing assets, eliminating any conflict of interest and ensuring you retain full control over your client's investment portfolio.

Consistent Service, Coast-to-Coast

White-Glove Service. National Scale.

Your Dedicated TPA Specialist.

Forget the frustrating call-center rotation. Every client and advisor is assigned a dedicated, experienced professional for fast, consistent, and knowledgeable support.

One Firm. One Standard.

We are a single, consolidated national TPA, not a fragmented collection of regional offices. This ensures the same high level of expertise and service delivery across the entire country.

Constant Partnership.

We maintain continuous, proactive communication with advisors, ensuring you are always up-to-date on regulatory changes and plan performance, allowing you to focus on your clients' AUM.

HOW WE STACK UP

The Competitive Breakdown

See how Prime Pensions compares with the most common alternatives (Bundled Providers and Small TPAs).

Feature	Prime Pensions	Bundled Providers (Recordkeeper + TPA)	Small Regional TPAs
Proposal Turnaround	Hours, not Weeks	Weeks (due to multiple teams/systems)	Varies (often tied to one busy specialist)
Actuarial Expertise	In-House Actuaries	Often outsourced or unavailable	Rare or difficult to access
Investment Conflict	None (TPA-Only)	High (they push their own funds)	None
Service Model	Dedicated Point of Contact	Call Center/Rotational Support	Often a solo operator/limited bandwidth
Compliance Risk	Low (Proprietary Software)	Moderate (complex internal transfers)	Moderate (limited resources for complex issues)