Our Approach
There is no one-size-fits-all when it comes to group retirement
planning. We focus on the specific priorities of the individual group
as a whole, based on input from the employer. Our consultants perform a
complimentary “needs analysis” – gathering information on the existing
plan and situation. Employers then list for us their top priorities,
including such elements as technology, pricing, service, performance
and other elements deemed important by the client. We then go out to
the marketplace and find the best proven platforms and providers to
meet the optimum needs and priorities of the client. We deliver
tailored solutions based on the specific client priorities.
Because our specialists have many years of experience and are experts
at finding the most sophisticated providers, we have leveraged
relationships with the very best among these providers nationally to
provide efficient pricing and flexibility.
Our Expertise
Our business unit manager is a federally-registered investment advisor
with top-volume production and strong market performance for more than
a decade. Our business model includes access to the added expertise of
37 employment, labor and employee benefit attorneys – with
approximately 10 ERISA specialists focusing specifically on the
complexities of group retirement plans. These experts provide
complimentary employee benefit audits to determine where employers can
maximize their benefits through plan customization and design. Our
ERISA attorneys are among the few who are making case study history.
These professionals are the innovative elite who are appointed to
boards with the IRS and Department of Labor (DOL) and have challenged
the IRS and DOL to set the standards of compliance for other
professionals in the industry.
Depending on the options selected by our clients, this ongoing
expertise may be provided seamlessly as part of an efficiently-packaged
solution.
Industry-leading Resources
PremierSource has appointed more than 30
independent investment advisors, ERISA attorneys and actuaries to its
group retirement team of resources. The assigned teams of specialists
are customized and based exclusively around the specific needs,
priorities and budgetary requirements of the client. PremierSource
attorneys and relationship management teams provide the ongoing
relationship management and integration of regulatory audits and
compliance oversight for our clients.
Sample Plans
Our team offers qualified plans such as traditional 401(k), profit
sharing, ESOP and money purchase plans as well as non-qualified plans
such as deferred compensation and other supplemental executive
retirement plans.
For more information, please contact:
Teah Corley, Executive Vice President
John Kafer, Vice President, Business Development
Sarah Cain, Vice President, Administration/Marketing
(405) 228-7699 • (877) 218-5678