Premier Wealth Management,LLC is a team of trusted advisors who provide solutions to plan sponsors to help in a number of key areas:
- Analyze the current plan and determine needs
- Assist in vendor search
- Benchmark current plan services to industry standards and other providers
- Help develop and review the investment policy statement
- Perform due diligence reviews and analyses of investment performance.
- Conduct employee education meetings
- Review and determine the effectiveness of employee education material
- Review all plan fees and costs against industry standards and plans of similar asset size and number of participants
Please contact us today at (631)750-6949 or firstname.lastname@example.org to schedule a confidential, complimentary investment plan review.