Prudent Retirement Outcomes

THE 401K SOLUTION FOR ELITE ADVISORS AND THEIR CLIENTS

 

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Work with Prudent Retirement Outcomes (PRO) and join, in our opinion, an elite group of advisors who are reinventing retirement, one 401(k) at a time.

PRO is designed to expand your professional head, forever changing the way you look at 401(k) plans and, perhaps, even the way you understand retirement.

With PRO, we want you to experience the delights of a 401(k) plan with the goal of delivering clarity and a path towards a successful retirement for every employee. Imagine the satisfaction and loyalty your clients will show when you deliver the PRO experience.

When you join the PRO team, you are partnering with Paychex, the nation’s number one 401(k) recordkeeper1 and Dimensional Funds, the 2017 recipient of the Retirement Leader of the Year award2, under the award winning fiduciary leadership of Prudent Investor Advisors3.

But if you choose not to join the elite PRO team of advisors, rest assured you’ll go on living, laughing, and loving like you always have. Nothing will change. And wouldn’t that be unfortunate?

As the country’s largest 401(k) recordkeeper1, Paychex® works together with financial advisors to help deliver your clients a retirement plan that’s right for them.

PIA’s expertise in ERISA is deep and the firm’s experience investing and managing retirement plans is extensive.

Dimensional is a global investment manager dedicated to implementing the
great ideas in finance.

As beautiful and delicious and exciting as the PRO experience is, it’s nothing compared to what could be. It’s nothing when pitted against the future – your future – and your clients’ futures, after your mind is awakened to the potential of a next generation 401(k) plan and the possibilities of a retirement that others have only dreamed of.

The choice is yours… Reserve your spot on the elite PRO team by contacting us today.

Click Here or call us at (555) 123-4567

FOOTNOTES

1 Largest recordkeeper in the U.S. by number of plans as ranked by PLANSPONSOR magazine.
2 2017 Retirement Leader of the Year by Fund Intelligence, sponsor of the 24th Mutual Fund Industry Awards
3 Prudent Investor Advisors, Principal, W. Scott Simon was the recipient of the prestigious Tamar Frankel, Fiduciary of the Year Award for 2012 by The Committee for the Fiduciary Standard.