Founded in 2008, Pension Resource Institute, LLC (PRI) is a boutique consulting firm dedicated to serving retirement plan fiduciaries, advisors, and service providers. The company operates on a fee-for-service basis, emphasizing that it does not sell or endorse any investment products, which allows it to provide objective advice. Its core mission is to help clients navigate the complexities of ERISA regulations and meet their fiduciary responsibilities through services like compliance consulting, fiduciary governance, investment due diligence, and vendor benchmarking.

Founded in

United States