Pershing LLC has announced the addition of two new independent recordkeepers, 401kDIRECT and Summit Benefit Solutions, as part of the expansion of its retirement plan network.
Pershing, a major custodian of independent retirement accounts, launched the retirement plan network last year as an extension of its IRA business.
The network's open-architecture platform allows advisors to connect to independent recordkeepers, hold assets in custody, and leverage an integrated suite of investment products, retirement plan tools, and practice management solutions.
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