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Retirement Solutions

Fully Invested in Your Retirement Business

We know how important retirement is to our clients' success—and to investors' wellbeing. From IRAs to 401(k) plans, retirement is as important to Pershing as it is to you. In fact, more than half of the approximately 7 million global investor accounts* on our U.S. platform are retirement accounts. We have built one of the most comprehensive retirement offerings and continually reinvest in our infrastructure—so you can be sure of our total commitment to your success.

 

 

Our Solutions

Individual Retirement Accounts

Solve your individual retirement account needs with Traditional, Rollover and Roth IRAs that feature convenient account services and distribution options.

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Small Business Retirement Plans

Manage the complex retirement planning needs of small businesses with SEP IRA, SIMPLE IRA, Individual 401(k), 401(k), 403(b) and profit sharing plans.

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Retirement Plan Network

Discover a new open-architecture platform for the sales, servicing and custody of retirement plan assets—integrated into NetX360®

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* Includes brokerage-based individual and plan accounts as of December 31, 2020.

Ask how we can help transform your business

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Information for Investors

Account Balance Inquiries (201) 413-3333

©2025 Pershing LLC. All rights reserved.  

 

Pershing LLC, member FINRA, NYSE, SIPC, is a subsidiary of Pershing Group, LLC.  Pershing Advisor Solutions LLC, member FINRA, SIPC, and BNY Mellon, N.A., member FDIC, are affiliates of Pershing LLC and BNY companies.  

 

BNY, BNY Mellon and Bank of New York Mellon are corporate brands of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole and/or its various subsidiaries generally.  Investment advisory services, if offered, may be provided by BNY Mellon Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940, or one or more affiliates of BNY. Technology services may be provided by Pershing X, Inc. 

 

For professional use only. Not intended for use by the general public. Trademark(s) belong to their respective owners. The information contained herein, including any attachments, is proprietary to BNY Pershing. It may not be reproduced, retransmitted or redistributed in any manner without express written consent.  This material does not constitute a guarantee by BNY or BNY Pershing of any kind. This material is for general information purposes only and is not intended to provide legal, tax, accounting, investment, financial or other professional advice on any matter. BNY Pershing is not responsible for updating any information contained within this material and information contained herein is subject to change without notice.

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