Retirement Plans

Our Approach

There is no “one size fits all” when it comes to group retirement planning. We focus on the specific priorities of the individual group as a whole, based on input from the employer. Our consultants perform a complimentary “needs analysis” by gathering information on the existing plan and situation. Employers then list for us their top priorities, including such elements as technology, pricing, service, performance and other elements deemed important by the client. We then go out to the marketplace and find the best-proven platforms and providers to meet the optimum needs and priorities of the client. We deliver tailored solutions based on the specific client priorities.

Because our specialists have many years of experience finding the most sophisticated providers, we have leveraged relationships with leaders among these providers nationally to provide efficient pricing and flexibility.

Our Experience

Our business unit manager is an investment advisor representative with experience in the retirement plan industry. Our business model includes access to 37 employment, labor and employee benefits attorneys – with approximately 10 ERISA specialists focusing specifically on the complexities of group retirement plans. These specialists provide complimentary audits to determine where employers can maximize their benefits through plan customization and design. Our ERISA attorneys are among the few who are making case study history. These professionals are the innovative elite who are appointed to boards with the IRS and Department of Labor (DOL) and have challenged the IRS and DOL to set the standards of compliance for other professionals in the industry.

Depending on the options selected by our clients, this ongoing support may be provided seamlessly as part of an efficiently packaged solution.

Industry-leading Resources

PremierSource has investment advisors, ERISA attorneys and actuaries on its team. The assigned teams of specialists are customized and based exclusively around the specific needs, priorities and budgetary requirements of the client. PremierSource attorneys and relationship management teams provide the ongoing relationship management and integration of regulatory audits and compliance oversight for our clients.

Sample Plans

Our team offers qualified plans such as traditional 401(k), profit sharing, ESOP and money purchase plans as well as non-qualified plans such as deferred compensation and other supplemental executive retirement plans.

To learn more about the background of our investment professionals go to FINRA’s BrokerCheck.