Premier Financial Group responds to participant services with thoughtfulness and creativity driven by a compulsion to educate participants about their retirement plan benefit. This passion for education empowers each participant to take control of his or her own retirement.
Plan trustees are responsible for hiring professional advisors and plan service providers to deliver a host of participant services. While there are many ways to measure the success of a retirement plan, ultimately it is satisfied participants that determine the true success of a plan. Well served participants understand and appreciate the time and resources the employer has put forth on their behalf. These are the primary reasons trustees want to carefully select those professionals that will serve plan fiduciaries and participants.
Unfortunately, the financial services industry has done a poor job of servicing
trustees and participants within the goal of supporting satisfied, well-informed,
motivated plan participants. This lack of success has taken the form of relying
too heavily on technology without the balance of hands-on human contact. Much
communication is inconsistent and misleading with more emphasis on getting
it done rather than having it really work for participants.
Premier understands these problems and balances direct human interaction with consistent material delivered in the form of meetings, written information, and internet access. Premier works with a team of service providers, who are committed to producing a successful and effective experience for participants.
First Chapter: Education/Communication
