Premier Retirement Partners provides three distinct phases of services:
Helping determine the best plan for your business.
- Defining eligibility
- Plan and Contribution Types:
- Cash Balance Pensions
- Safe Harbor Match
- Safe Harbor Non-elective
Working with you, your advisor, and your recordkeeper to ensure the successful execution of your plan design.
- Dedicated onboarding manager during transition.
- Preparation of plan documents.
- Preparation of required employee communications and compliance disclosures.
Commited account manager for your plan, to ensure everything is managed properly.
- Employer contribution calculations.
- Annual DOL & IRS reporting and document preparation, including Form 5500 and Summary Annual Report
- Safe Harbor Notice
- QDIA Notices
- Plan Compliance testing including:
- Contribution Limits
- Required Minimum Distribution
Interested in working with us? Get started now: