Premier Financial Group understands the importance of a timely and coordinated handling of all aspects of the conversion process. We have a talented and dedicated staff that proactively shepherds and monitors each activity required in the conversion process. Premier not only has the depth of experience necessary to do this professionally and systematically, we also have the knowledge necessary to ensure that every detail is handled efficiently and accurately.
As plan fiduciaries, plan trustees have every reason to be concerned that this process be handled diligently. In an industry where it is common for conversions to be set-up with little coordination, lack of communication, and long delays in the transfer of participant investments — leading to unreasonably long blackout periods — it is only prudent that plan trustees use due diligence in the selection of their investment advisor and that they demand close attention to every phase of the conversion process by their selected advisory team.
Premier recognizes how important this first impression of our services is,
so we embrace the standards of excellence required to make the transition
from one plan provider to another as smooth as possible. We have taken great
care in the selection of all our strategic partners, from Custodian to Third
Party Administrator, and carefully monitor every aspect of the conversion
process on an ongoing basis. Premier’s expertise in this field allows
us to expeditiously handle the many complex issues that might arise during
a plan conversion.
Next Chapter: Conversion Team
