What is Pension Resource Institute, LLC's NAICS code?

Pension Resource Institute, LLC's NAICS code is 52 (Finance and Insurance).

Insights

Specialized Retirement Focus Pension Resource Institute (PRI) offers a highly targeted platform and consulting services specifically designed for banks, broker-dealers, and RIAs engaged in retirement planning, presenting an opportunity to tailor solutions for financial firms aiming to optimize retirement investor services.

Regulatory Compliance Expertise With services centered on managing conflicts, compliance policies, and IRS regulations, PRI supports firms in navigating complex legal requirements, making it a strategic partner for organizations seeking robust compliance infrastructure.

Recent Leadership Expansion The appointment of senior executives like Karen DiStasio and Annie Messer signals PRI's growth trajectory, indicating potential for increased service offerings and expanded client engagement in the retirement planning industry.

Technology-Driven Solutions Utilizing tools such as ExpressionEngine and Google Tag Manager, PRI emphasizes a technology-enabled approach, allowing for scalable platform customization that can meet the evolving needs of financial service providers.

Market Position and Growth With annual revenue estimated between 10 and 25 million dollars and a strategic partnership background, PRI has established a solid foothold in the niche retirement compliance sector, offering opportunities to expand its client base among mid-sized financial firms seeking specialized consulting services.

Pension Resource Institute, LLC Tech Stack

Pension Resource Institute, LLC uses 8 technology products and services including ExpressionEngine, Microsoft 365, SendGrid, and more. Explore Pension Resource Institute, LLC's tech stack below.

ExpressionEngine

Content Management System

Microsoft 365

SendGrid

Email Delivery

DataTables

Javascript Libraries

Imunify360

Security

Google Tag Manager

Tag Management

Animate.css

UI Frameworks

GoDaddy

Web Hosting

Pension Resource Institute, LLC Email Formats	Example	Percentage
FLast@pension-resources.com	JDoe@pension-resources.com	50%
FLast@pension-resources.com	JDoe@pension-resources.com	50%

Pension Resource Institute, LLC Email Formats

Example

Percentage

FLast@pension-resources.com

JDoe@pension-resources.com

50%

FLast@pension-resources.com

JDoe@pension-resources.com

50%

Frequently Asked Questions

Where is Pension Resource Institute, LLC's headquarters located?

Pension Resource Institute, LLC's main headquarters is located at San Diego, California United States. The company has employees across 2 continents, including North AmericaEurope.

What is Pension Resource Institute, LLC's phone number?

You can contact Pension Resource Institute, LLC's main corporate office by phone at

+1-310-210-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Pension Resource Institute, LLC's official website and social media links?

Pension Resource Institute, LLC's official website is pension-resources.com and has social profiles on LinkedIn.

What is Pension Resource Institute, LLC's SIC code NAICS code?

Pension Resource Institute, LLC's SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Pension Resource Institute, LLC have currently?

As of March 2026, Pension Resource Institute, LLC has approximately 6 employees across 2 continents, including North AmericaEurope. Key team members include Chief Relationship Officer: M. C.Senior Vice President: K. D.Products Manager: A. Y.. Explore Pension Resource Institute, LLC's employee directory with LeadIQ.

What industry does Pension Resource Institute, LLC belong to?

Pension Resource Institute, LLC operates in the Financial Services industry.

What technology does Pension Resource Institute, LLC use?

Pension Resource Institute, LLC's tech stack includes ExpressionEngineMicrosoft 365SendGridDataTablesImunify360Google Tag ManagerAnimate.cssGoDaddy.

What is Pension Resource Institute, LLC's email format?

Pension Resource Institute, LLC's email format typically follows the pattern of FLast@pension-resources.com. Find more Pension Resource Institute, LLC email formats with LeadIQ.

When was Pension Resource Institute, LLC founded?

Pension Resource Institute, LLC was founded in 2010.

Pension Resource Institute, LLC

Q: What technology does Pension Resource Institute, LLC use?

Pension Resource Institute, LLC's tech stack includes X-Content-Type-Options, SendGrid, Animate.css, Apache HTTP Server, GoDaddy.

Financial ServicesCalifornia, United States2-10 Employees

PRI delivers banks, broker-dealers and RIAs a configurable platform, coupled with unlimited consultation, to implement and maintain profitable strategies for serving retirement investors. Our core services include:

* Reviewing business model for conflicts
* Configuring agreements, disclosures and compliance policies
* Customizing your platform with training and client-facing resources
* Keeping you informed on new laws, regulations and best practices
* Promoting compliance for IRA rollovers

Insights

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