Pershing, a BNY Mellon company, is expanding its retirement resources to help broker-dealers, investment professionals, and registered investment advisors (RIAs) drive growth and capture more market share. The centerpiece of Pershing's effort is a website dedicated to providing financial professionals with educational content, tools and comprehensive strategies to help them grow their retirement businesses.

According to a recent study by Pershing titled The Secret Knock: Unlocking the Retirement Opportunity, helping affluent clients plan their retirement allows investment professionals and RIAs to make up to 50 percent more from the client relationship. The movement of retirement funds each year in the form of IRA rollovers, IRA transfers, and transfers of taxable money earmarked for retirement is estimated to be $303 billion.

Pershing's website provides insights for financial professionals on how to grow their retirement businesses as well as the tools and marketing materials to engage clients based on specific retirement product needs.

The site, retirementpowerplay.com, also provides access to:

Power Plays: Product-specific tips and techniques, tools, and marketing resources for expanding retirement assets with IRAs, Rollover IRAs, Roth IRA Conversions, and Employer Sponsored Plans.

Retirement Tool Box: Provides product-specific marketing resources including educational content and thought leadership.

Retirement Calculators: Provides valuable tools for comparing IRAs, calculating required minimum distributions, performing Roth conversion analyses and evaluating other critical retirement decisions.

Share Your Best Practices Blog: Helps financial professionals share best practices, exchange ideas and capture actionable tips for building their retirement businesses.

Instant Insights /

Pershing introduces website with strategies for capturing rollover assets

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