The primary reason for our success is that we make ourselves directly available to our customers, and we field their questions the “old-fashioned” way: one-on-one, over the phone. Our Hotline Service prides itself on “real answers from real people.” No virtual reps, no being put on hold, no one-size-fits-all FAQs, and best of all, no time limit.
Over the years, we have trained tens of thousands of retirement account professionals nationwide. Through our widely attended Fall and Winter-Spring Regional IRA Seminars, our IRA Training Video Series, and custom on-site training we offer convenient, cost-effective, “one-stop” options for you and your busy staff to stay abreast of tax-law changes and pending legislation, which can positively, or negatively, affect your customers’ retirement savings potential.
On the publishing side, we offer the IRA Insider, our monthly newsletter, which puts you at the head of the line for the latest breaking news on IRAs and HSAs. We are also one of the premier providers of print and electronic forms, relied upon by major financial institutions and top financial advisors, for opening, modifying and maintaining IRAs and HSAs for their customers. PMC also publishes a line of customer brochures and three indispensable reference guides: The IRA Reference Manual, which is updated twice a year; and the IRA Desk Reference and HSA Quick Reference and Training Guide, both of which are revised annually.
A Message from our
President and founder of PMC