Employer Retirement Plans
As a business owner, you want to offer a competitive and attractive retirement plan to your employees, while also keeping your costs and risks under control. That’s why you need a trusted and experienced financial advisor who can help you design, implement, and monitor your employer sponsored retirement plan.
At Premier Wealth Management, we work with you to understand the challenges, goals, and opportunities within your business retirement plan as we offer the following services:
Fees
We review all the options with you to help keep your administrative costs low while providing comprehensive benefits for your employees. Our support includes fee benchmarking, fund analysis, risk audits, and end-to-end plan design reviews with a focus on cost efficiency and generating value for your firm.
Investment Options
It’s important to offer a wide variety of investment options with your 401(k) to meet the varied needs of your employees. We provide comprehensive fund recommendations and regularly assess the quality, performance, and suitability of the investment options available in your plan.
Fiduciary Support
We act as a co-fiduciary for your plan and will take on some of your plan sponsor responsibilities. From plan design review to keeping you up to date on the latest regulatory changes, we’ve got you covered and provide services tailored to your role as a plan fiduciary.
Financial Wellness
Our team can work directly with plan participants to complete a financial wellness assessment designed to measure and improve their financial literacy, confidence, and retirement readiness of your employees. From one-on-one meetings to group education events, your employees will learn how to take full advantage of their retirement plan.