Welcome to PPRPS
Tailored Solutions with Boutique Service & Institutional Strength
At Pasadena Private Retirement Plan Services, we design and manage retirement plans that work for business owners, key executives, and employees alike. By navigating complex tax codes, optimizing ERISA structures, and customizing plan designs, we help organizations incentivize leadership, reward teams, and meet fiduciary obligations with ease.
Our specialists in 401(k) and pension planning ensure every plan is built to maximize value, minimize risk, reduce tax exposure, and stay fully compliant – all delivered with the attentive, high-touch experience of a boutique firm supported by national-scale resources.
Welcome to PPRPS
Tailored Solutions with Boutique Service & Institutional Strength
At Pasadena Private Retirement Plan Services, we design and manage retirement plans that work for business owners, key executives, and employees alike. By navigating complex tax codes, optimizing ERISA structures, and customizing plan designs, we help organizations incentivize leadership, reward teams, and meet fiduciary obligations with ease.
Our specialists in 401(k) and pension planning ensure every plan is built to maximize value, minimize risk, reduce tax exposure, and stay fully compliant – all delivered with the attentive, high-touch experience of a boutique firm supported by national-scale resources.
By the Numbers
5,000+ Retirement Plans
$72.7B in Assets Supported
630+ Team Members
As of 12/31/2024, the World Investment Advisors network of advisors and firms collectively provides support to over $72.7 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $56.2 billion.
About PPRPS
Where White-Glove Service Meets Institutional Capability
For years, we’ve come to work every day to solve the most complex challenges in retirement planning. Our mission is simple: help plan sponsors and individual investors pursue their retirement plan goals with integrity, clarity, and an unwavering commitment to service.
As part of the Pasadena Private ecosystem, we offer the personal attention of a boutique advisory firm complemented by the extensive infrastructure, research, and operational support of an institutional-grade network.
Unlock a smarter, custom retirement plan for your business. Take the first step and explore options tailored to your goals.