Retirement solutions

We offer industry-leading solutions for consolidating assets and protecting the tax-deferred status of employee funds for those who join or leave your company.

Two people looking over a white board, deep in thought

Retirement solutions

We offer industry-leading solutions for consolidating assets and protecting the tax-deferred status of employee funds for those who join or leave your company.

Retirement Solutions Group

Whether you have a new employee or one leaving your organization, we have a suite of offerings, including best-interest advice, that can help them find the best approach for their particular situation.

Our Retirement Solutions Group consists of licensed, experienced financial professionals who can assist each participant.

Our licensed, experienced financial professionals help with:

Consolidation of outside retirement assets into their Personal Asset Retirement plan to potentially simplify their overall savings strategy and provide a more accurate retirement income projection.
Recommendations on topics like saving and financial wellness, investing, roll-ins and distributions.

Options for when they leave employment based on their unique needs, preferences and specific circumstances.

* Consider all your options and their features and fees before moving money between accounts.

In 2022, new DOL rules will impact how advice is provided to employees. Learn more about Personal Asset ’s philosophy and approach to providing fiduciary advice and how we are addressing these new rules.

Professional consultation and guidance

1 Personal Asset Retirement IVR phone survey as of December 21, 2020.