At Prime Capital Financial, we partner with plan sponsors to deliver solutions that are efficient, compliant, and designed with your participants success in mind. Discover the tools and insights you need to lead with confidence.
A SMARTER APPROACH TO RETIREMENT PLAN MANAGEMENT
YOUR RESOURCE CENTER
Access a curated collection of resources built to support your plan administration and participant engagement efforts
Financial Wellness Survey
Download and review the results from our annual survey.
Retirement Plan Consulting
Head here to learn more about all the services our advisors offer plan sponsors like yourself.
Fiduciary Summit
Register for this collaborative experience, helping you find innovative strategies for your retirement program.
Compliance Updates
Stay in the know with compliance updates from our Director of ERISA Compliance, Mickie Murphy.
Quick Tips On Improving Your Company’s Retirement Plan
30
Years In Business
70
Offices
43
AIF® Designees
3
ERISA Attorneys
LEADERSHIP
Jania Stout
President, Retirement & Wellness
Jania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. She previously held the position of Senior Vice President at OneDigital Retirement & Wealth, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250,000 employees.
Heather Povlick
Director of Retirement Plan Experience
For more than two decades, Heather has been a key part of the Prime Capital Financials’ ability to provide professional customer service to their clients. She joined the financial services industry in 1997 and has been at the core of Prime Capital Retirement since it was launched more than 17 years ago.
Kevin Toledano
Director of Managed Account Services
Kevin Toledano is the Director of Managed Account Services for Prime Capital Retirement (formerly Qualified Plan Advisors). He has served in the financial services and retirement industry since 2004, most recently having spent 15 years running the in-plan managed account program at AIG Retirement Services.
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Accolades & Recognition
