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Participant Services

Chapters:

Education/Communication

Account Access

Documentation

Account Access

At Premier, we focus on participant services so the plan sponsor can focus on its day-to-day business activities and can attract desirable employees with a well-rounded benefits package. Providing participants with easy access to their account information is a key factor to achieving participant satisfaction.

With today’s technology advancements, access to one’s personal financial information should be easier than ever. However, much of the financial services industry is still struggling with what participants find to be important and useful when it comes to managing their retirement account. Premier Financial Group forms strategic alliances with retirement plan providers who are on the leading-edge regarding participant support services and account access. They are committed to expanding their technology and service options to better serve participants.

Participants receive statements detailing their account balance, any transaction activity, fund performance, and other pertinent information. In addition, our strategic partners have state-of-the-art participant call centers as well as user-friendly web sites. Premier Financial Group looks for partners that dedicate substantial resources to develop their web site to provide easy access to information for both plan sponsors and participants.

Next Chapter: Documentation

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