Business Retirement Plans
A business retirement plan should be a benefit and not a burden. Premier Financial Group is dedicated to working with companies that are passionate about their business and their people. As a firm, we recognize that a business retirement plan represents the future of every employee. Premier is committed to creating an environment that provides the greatest likelihood for a successful investment experience for each and every participant.
Unfortunately, much of the industry is fraught with inherent conflicts of interest. This is due to the fact that the industry has chosen to operate under a salesman standard, where the interests of the client must only be balanced with the interests of the advisor, rather than operating under the preferred fiduciary standard where the interests of the client must always be placed first. Premier Financial Group functions as a co-fiduciary and partners with each of its clients to assist them in meeting their fiduciary obligations.
Hiring a co-fiduciary enables the plan sponsor to proactively identify, manage and generally reduce the potential liabilities that all plan fiduciaries face. Premier Financial Group’s willingness to be a co-fiduciary is our way of, not only raising the standard, but, in fact, setting a new standard within our own industry.
We have divided this section into five major components that Premier believes are the foundation of a successful retirement plan. Discover the difference!
Minimum Account Relationship Premier Financial Group is committed to providing the highest level of service and support to each of its clients. To maintain this level of excellence, Premier has established a minimum account size of $1 million for qualified retirement plans. However, there are circumstances that can influence the minimum account requirement and they are reviewed on a case-by-case basis.