Beyond The Call Center

Meet Our Success Hub

Hi there,

Prime Capital Retirement’s bold new initiative is redefining what support looks like for 401(k) participants across the country.

More than a service line or tech platform, the Success Hub is a movement. A fully human, boots-on-the-ground, participant-first approach that meets people where they are— literally—and empowers them to dream big about their financial future.

Click below to learn more about our team and how they are here to support you!

This Is the Future of Support

Join Us!

February Prime Capital Wellness Webinar, Understanding Roth IRAs: Unlocking Tax Benefits and Smart Strategies

Wednesday, February 25, 2026
12:00–12:30 PM CST

Register Now

Many retirement plans automatically enroll participants in pre-tax contributions. While that can be a great place to start, it may not always align with your current tax situation or your long-term retirement goals. Understanding how Roth and pre-tax contributions work can open the door to greater tax flexibility, both now and in retirement.

During this short 30-minute webinar, we’ll break down the key differences between Roth and pre-tax options, explore when each may make sense, and discuss how combining both can help you build a more resilient retirement strategy.

Whether you have never revisited your contribution elections or are looking to optimize your savings, this webinar will help you make more informed, tax-aware decisions for your financial future. We hope you can join us.

I Don't Want To Miss This!

Every decision we make stems from our belief in a “client-centric” experience. With this core value in mind, our teams have been collaborating as a united front to deliver a user-friendly platform that provides you, as plan participants, with specific resources and education to help you better understand and take full advantage of your benefits. If you haven’t checked it out yet, click the button below!

Invest in Yourself

Your financial well-being is our top priority. If you have questions or want to schedule an annual review, we encourage you to click below to schedule a 1:1 meeting with a Prime Capital Retirement team member!

MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY

Mark Hogan

Brad Holdhusen

Craig Scherzer

This information does not constitute legal advice. Prime Capital Financial and its associates do not provide legal advice. Individuals should consult with an attorney regarding the applicability of this information for their situations.

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory.