Nation’s Largest Plan Administrator for Private Retirement Trusts℠
Private Retirement Plans are to Empower Clients without Disrupting their World.
Unlike commercially packaged plans offered by the financial services industry, Private Retirement Plans were established by California in 1970 to allow its residents to fund private assets and interests for their retirement and gain substantial creditor protection rights and tax exemption benefits.
Maintain Direction & Beneficial Interest in Your Private Investment Strategy but be Protected.
Innovators of the Private Retirement Trust℠
Having reviewed hundreds of private retirement plans and trusts we have been able to identify and inventory areas of document and administrative weakness and strength.
We have taken the best plans and learned from bad plan designs to build the needed analytics to help support our referring advisors and clients, so they can be assured they have the best administrative support to enforce their creditor and tax exemption benefit rights.
The Strongest & Safest Plan Design – Learn More at: www.PrivateRetirementTrust.com
Pioneers of Private Retirement Plan Administration
Ultimately, our administrative process has proven itself so in 2015 we filed for a patent-pending on our PRT℠ Administration System to protect our process, analytics, algorithms and intellectual property trademarks that together comprise the uniqueness and strength of our planning support system.
Call us today 800-730-3020 to get a quote on Administration for your PRT℠ Plan.