Where are Pension Resource Institute, LLC employees located globally?

Pension Resource Institute, LLC has employees across 2 continents and 3 countries including Finland, Hungary, United States Of America.

How has Pension Resource Institute, LLC's team size changed over time?

Pension Resource Institute, LLC's team has remained stable from approximately 7 to 7 employees based on available data.

Pension Resource Institute, LLC Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Pension Resource Institute, LLC is a San Diego–based financial services firm that serves banks, broker-dealers, and registered investment advisers. The company offers a configurable platform paired with ongoing consultative support to help clients implement and maintain retirement-investor strategies, focusing on aligning business models with compliance requirements, configuring agreements and disclosures, and providing training and client-facing resources. Its services aim to help firms review potential conflicts, stay informed on regulatory changes, and promote compliant handling of IRA rollovers. PRI positions itself within the retirement plan compliance, technology, and consulting sector, delivering both platform customization and advisory assistance to financial intermediaries. Recent leadership updates include appointments in senior roles related to member relations, reflecting an emphasis on stakeholder engagement within its professional network. PRI is based in California and operates with a small team.

Pension Resource Institute, LLC Global Highlights

North America
11

United States Of America
11

Europe
2

Finland
1
Hungary
1

Pension Resource Institute, LLC's Leadership

M. C.
Chief Relationship Officer
Mobile Phone
Email
A. Y.
Products Manager
Mobile Phone
Email

Pension Resource Institute, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Finance
Accounting
Administrative
Other

Contact profiles from Pension Resource Institute, LLC

Name

Title

Contact Info

Location

Last Update

M. C.
Chief Relationship Officer
Mobile Phone
Email
Oct 18, 2024
A. Y.
Products Manager
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Pension Resource Institute, LLC known for?

Pension Resource Institute, LLC was founded in 2010 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-310-210-****

. Explore Pension Resource Institute, LLC's company overview page for more information.

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

Pension Resource Institute, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Pension Resource Institute, LLC email formats with LeadIQ.

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

Pension Resource Institute, LLC has approximately 6 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Pension Resource Institute, LLC's key employees and leadership?

As of July 2026, Pension Resource Institute, LLC's key employees include:

Chief Relationship Officer: M. C.
Products Manager: A. Y.

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Pension Resource Institute, LLC Employee Directory

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