Retirement Services
RETIREMENT PLANS RETURN AND THE NEW PENSION LAW
How does your Retirement Plan charges compare with other plans? (Example: 401k, 403b, Deferred Comp, Pension,
Profit Sharing) Are you familiar with the enhanced "employer liabilities" under the New Pension Plan Act of 2006?
Surprise! Employers are now liable for investment returns of its employees payroll deduction retirement plans
(401k, etc.).
WEALTH MANAGEMENT
When was the last time you compared the investment returns of the Major Investment Managers?
There is enough difference to make your heart race!
Would you like to have honest and thorough answers to the above questions?
FREE REPORTS: HERE IS WHAT WE CAN DO ASSIST YOUR ORGANIZATION.
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ORGANIZATIONAL RETIREMENT PLANS: Allow Us to Perform a FREE Review of Your Current Retirement Plans.(401k,
403b, Deferred Comp, Pension, Profit Sharing)
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Requirements for the Free Review: Your Organization must have a minimum of 25 employees participating in a
retirement program. (Example: 401k, 403b, Deferred Comp)
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WEALTH & ASSET MANAGEMENT: Allow us to compare your investment objectives with Premier Money Managers
and give you a FREE REPORT of our analysis.
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Requirements for the Free Report: Your Organization or individuals must have a minimum of $100,000 in
their investment portfolio.
We maximize retirement objectives through a Review and Recommendation on all organizational retirement plans,
including Pension, Profit Sharing, 401K, Deferred Comp., 403b, Tax Sheltered Annuities and other plans.
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Plan Costs: Review all plans for excess administration costs and hidden charges.
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Investment Returns: Compare returns with national averages.
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Fiduciary Compliance: Reviews Plans for the NEW PENSION REFORM ACT OF 2006. New REQUIREMENTS promulgated
for All Employers involving their employees' voluntary retirement plans.
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Employee Communication: Recommend type of benefit enrollment and employee communication to maximize plan
benefits for employees.
For a FREE REPORT, a detailed brochure of our services and OUTSTANDING REFERENCES please click here now:
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