PMC - We Make You The Expert


Consulting, training, publications, and marketing tools for IRAs, HSAs, and tax-favored savings plans.

Over the years, we've trained tens of thousands of professionals by providing a telephone and email resource, regional and national seminars, up-to-date printed training materials, video resources, customer brochures, and more. 

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Free Early Warning Emails

In a day and age when you need information fast, but may struggle to stay up-to-date... PMC delivers!

Receive breaking news, timely reminders of key dates, IRS announcements, deadlines, and more from PMC. Early Warning Email gives you timely, accurate, and reliable information you and your customers can "take to the bank."

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  • The IRS issued new guidance that affects individuals who have missed the 60-day deadline to rollover an IRA distribution or workplace retirement plan distribution.

    To find out how this will affect IRAs at your organization, and to make sure your staff is up-to-date on the latest IRA regulations, plan to attend PMC's National IRA Compliance Seminar or PMC's Fall Regional IRA Training Seminars. Just go to and under IRA Resources, click "Training" for more information or to register.

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