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Group Retirement Plans/401k

The importance of working with advisors experienced in ERISA, 401(k), 403(b), and Defined Benefit plans is crucially important for plan sponsors.

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 d.sherlock@wfafinet.com to schedule a confidential, complimentary investment plan review.

This information is intended for use only by residents of (AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MN, NC, NJ, NY, OH, PA, SC, TX, VA, VI, VT). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.  

Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment and Insurance Products Are:

Not Insured by the FDIC or any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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