Funds, Funds, Funds.NAV (NO loads or
fees), Multi-Fund-Family Daily Valuation with vast selection of Funds,
i-Shares/ETF Products, and Managed Portfolios combined with LOW Fees. John W., Philadelphia, PA.
PRO Solo-k System had the only iShare/ETF AND Mutual Funds Solo-k Platform in
my online research.
Susan L., Philadelphia, PA
PRO staff has 20+ years of experience in the 401k industry. Their expertise
makes our job easier and minimizes our work. Our Trust Department has
completely transferred our entire 401k Administration and Recordkeeping to PRO.
This has lowered our operating cost by 40%. Moreover, we don't need to maintain
any Administration/Recordkeeping Systems, Plan Document System, or Form 5500
System. PRO's Technology and 401k domain knowledge provides us with superior
services at very low fees.
David W., Bank Trust Department V.P., Los Angeles, CA
PRO provides the "back-office" support for all of our Defined Contribution
Plans. This frees our staff to concentrate on Marketing, Sales, and Client
relationship. PRO has enabled us to lower our costs by approximately 30% and
increased our operating efficiency.
Rick A.,TPA/Recordkeeper, Atlanta, GA
Pension Retirement Online provides my clients with the most comprehensive
401(k) Daily Valuation System and the best value for my clients.
Tim M., Broker/RIA, New York
Our TPA Firm's administration cost has lowered over 40% since PRO became our
"back office" service provider. We have been able to gain additional clients
due to our lower competitive fee structure and also have been able gain clients
with larger assets and participant size.
Tom T., TPA Firm Partner, Boston, MA
As a CPA Firm, we only want to recommend the best service providers for our
clients. We consistently recommend PRO's services for our clients.
Cindy M., CPA, Chicago, IL
PRO is the best 401k & Solo-k Third-Party-Administrator/Recordkeeper that
we have used for our 401k Plans. We receive superior and comprehensive services
at some of the lowest fees in the industry.
Paul B., Investment Manager/Principal, Seattle, WA
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