Strategic fiduciary Leverage Prime Capital Retirement’s independent fiduciary model and in-house ERISA attorney foundation to position upsell opportunities around enhanced fiduciary services, plan design audits, and ongoing compliance support for mid-market sponsors seeking reduced risk.

Participant outcomes Highlight opportunities to partner on participant education, enrollment services, and managed allocation portfolios to improve retirement readiness, creating cross-sell routes into plan sponsors aiming to boost participant engagement and plan health metrics.

Recent growth Capitalize on strategic hires and partnerships, such as the recent addition of Fred Reish and expanded relationships like the Securian alliance, to time joint marketing or co-branding campaigns that validate growth and expand distribution channels.

Service expansion Promote the QPA Managed Account Service and other fiduciary services as scalable solutions for both small and growing plans, with emphasis on risk management, personalization, and ERISA 3(38) and 3(21) capabilities to win new plan sponsorships.

Tech-enabled engagement Leverage the firm’s tech stack (HubSpot, Salesforce, Pardot, WordPress) to propose targeted digital outreach, lead nurturing, and personalized content strategies for plan sponsors, accelerating funnel velocity and measurable ROI.