Advisors
We put “partners” in Plan Integrity Partners (PIP) as a nod to our advisor partners.
We value our partners & our team at PIP endeavors to help you.
We strive to provide expert plan administration, first-class customer service and beneficial resources to complement and enhance the work you do for your clients.
Financial advisors and accountants are essential partners to our business. We will share best practices & industry information, communicate opportunities (and obstacles), and keep you “in the loop” on our mutual client business.
We will help you analyze current and proposed plans and give you impartial advice (if solicited) about products and services best suited for clients and prospects.
Finally, we will collaborate with you in meeting with clients to explain our role in helping to design, administer and maintain their retirement plan. We will assure clients PIP will be proactive and recommend changes to their plan as their business evolves and as ever-changing government rules and regulations are continuously introduced.