Pension Resource Institute, LLC Named a Finalist in the Wealth Management 2025 Industry Awards
The Californer/10321340

SAN DIEGO - Californer -- Pension Resource Institute, LLC (PRI) announced it has been named a Finalist in the Wealth Management 2025 Industry Awards for its new product, RolloverAdvantage.

RolloverAdvantage is a rollover solution built for financial institutions and professionals serving retirement investors. Designed to streamline adherence to DOL PTE 20-02, SEC Regulation Best Interest, and FINRA requirements, RolloverAdvantage provides tools and guidance that empower users to deliver rollover recommendations that withstand regulatory scrutiny and support business growth.

"We're honored to be recognized by WealthManagement.com alongside such formidable companies in the compliance, legal, and retirement plan support categories," said PRI's CEO, Jason C. Roberts.

Now in its 11th year, the Wealth Management Industry Awards is the only awards program of its kind to honor outstanding achievements by companies, organizations, and individuals that support financial advisor success.

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A panel of judges made up of top names in the industry, led by WealthManagement.com director of editorial strategy and operations David Armstrong, chose the finalists and will determine the winners, which each year recognizes the firms and individuals who are bringing innovations to market that make a difference to the daily activities of financial advisors. Winners will be announced at a gala and awards ceremony in NYC on September 4th.

"The Industry Awards are a beacon, illuminating the trailblazers and innovators who are shaping the future of the financial services industry," said David Armstrong, director of editorial strategy and operations. "They serve as a leading indicator of future activity, and as a barometer for the dynamic ecosystem of companies and organizations that empower, support, and enable advisor success who are driving the industry forward."

About PRI

Pension Resource Institute (PRI) is a leading ERISA consulting and strategic partner to financial institutions and their advisors. With a mission to simplify complex retirement regulations and elevate fiduciary standards, PRI empowers firms to navigate today's evolving regulatory landscape with clarity and confidence—while positioning them for sustainable growth.

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PRI supports more than 70 financial institutions and roughly 50,000 financial professionals across broker-dealers, RIAs, banks, and trust companies with practical, scalable solutions tailored to their unique needs.

PRI also offers integrated technology solutions that embed real-time fiduciary support into advisors' existing workflows. This seamless approach improves efficiency, reduces administrative burden, and equips professionals with the tools they need to deliver consistent, high-quality advice.

For more information, contact info@pension-resources.com.

About WealthManagement.com
WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. WealthManagement.com offers financial services organizations a broad array of marketing services designed to help them influence the industry's leading audience of wealth management professionals.