Retirement Plan Services

Offering your employees a retirement plan demonstrates your commitment to their future.  We understand that sponsoring one of these retirement plans can require significant resources and expertise. We can help design a program for you and your employees. Or if you already provide a retirement plan, we can review it to make sure it still fits your business needs.

Whether it’s a start-up or a defined benefit plan, we will provide a comprehensive analysis of the options specific to your situation and help you choose a plan tailored to your company

Schedule an appointment with Pam Shields, our retirement plan services specialist.

Retirement Plan Service Benefits
  • Investments – Our team of professional investment managers choose investments that cover a broad array of asset classes including alternative investments. Each plan investment has passed our due diligence screening process that evaluates investment managers on both quantitative and qualitative metrics.
  • Recordkeeping - We manage all the behind-the-scenes work depending on the type of plan your business sponsors.
  • We use in-house plan documents with one of the industry’s most trusted names in ERISA documents.
  • Trustee services - Allows a corporate trustee to oversee and share the fiduciary responsibilities of a qualified plan.
  • Streamlined website technology for our participant directed plans with daily fund trading and on-line participant account access.
  • Customized participant education and communication to help you deliver the highest quality of benefits your employees expect.
  • Plan termination services for business owners looking for advice on how to terminate their qualified plan upon retirement and how to distribute participant assets.
  • Signature ready Form 5500-SF preparation.
  • 100% fund reimbursement to the employer which lowers the overall cost of the plan.

Contact a Premier Wealth Management Banker Today.

Fill out this brief form, and one of our Premier Wealth Management Bankers will contact you within one business day.

(Fields with * are required.)

Back to Top