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Expertise at Every Level

who we work with

A National Partner for Local Success.

Whether you are managing a book of business, running a company, or looking for your firm’s next chapter, Prime Pensions provides the technical scale and white-glove service to elevate your goals.

growth

For Financial Advisors

Your Secret Weapon for AUM Growth. We don’t just administer plans; we help you win them. With proprietary modeling software and a TPA-only model, we provide the speed and technical sophistication that makes you indispensable to your clients.

  • The Prime Advantage: Proposals in hours, not weeks.
  • Conflict-Free: We never touch investments. Your AUM stays yours.
  • Design-First: Expertly crafted Cash Balance and Defined Benefit designs to secure high-net-worth clients.

Compliance

For Small Business Owners

Total Compliance. Zero Headache. Your focus is your business; ours is keeping your retirement plan flawless. From small businesses to large-market audits, we provide a dedicated point of contact—never a call center—to ensure your plan remains a powerful, compliant recruiting tool.

  • Technical Depth: 250+ certified professionals and in-house actuaries.
  • Total Oversight: Proactive management of IRS/DOL filings and testing.
  • Scalable Solutions: Plans that grow from your first employee to your thousandth.

Efficiency

For CPAs & Tax Professionals

The Technical Extension of Your Firm. We speak your language. We provide the precise data and sophisticated tax-mitigation strategies you need to deliver maximum value to your clients during tax season and beyond.

  • Maximized Deductions: Creative plan designs that legally maximize owner contributions.
  • Data Integrity: Seamless integration with payroll and recordkeepers for clean reporting.
  • Audit Support: Professional representation and rigorous documentation for all plan types.

Legacy

For TPA Sellers

The Premier Home for Your Legacy. As a leading national aggregator, we look for high-performing TPA firms that value technical excellence. We provide the capital, technology, and national resources to help your team and clients thrive in an evolving industry.

  • Operational Excellence: Modernize your book of business with our proprietary tech stack.
  • Culture First: A commitment to maintaining the “local feel” and professional designations of your staff.
  • Proven Growth: Join a unified national brand with a 45+ year track record of stability.

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Scott Feit, Founder and President of Prime Pensions, has over 25 years of experience as a pension consultant, designing, implementing and administering thousands of corporate retirement plans. Scott is a member of the American Society of Pension Professionals & Actuaries (ASPPA), he is a Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA), Qualified 401(k) Consultant (QKC) and a Qualified 401(k) Administrator (QKA).

Scott is also an Enrolled Retirement Plan Agent (ERPA). As an Enrolled Retirement Plan Agent, Scott is allowed to represent companies before the Internal Revenue Service on retirement plan matters. Scott has written and published several articles on various retirement plan topics and he has lectured extensively on 401(k), profit sharing and pension plans. Scott worked as a CPA in the early 90’s with Arthur Andersen after graduating from Bucknell University with an accounting degree.