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Our Services

At Premier Retirement Plan Advisors, we provide assistance in the following areas:

Retirement Plan Consulting

  • Recommendations to Select and Monitor Qualified Default Investment Alternative(s) ("QDIA")
  • Assistance with Plan Governance and Committee Education
  • Assistance with Plan Fiduciaries' Vendor Management (Service Provider Selection/Review)
  • Investment Education for Plan Fiduciaries
  • Employee Investment Education and Communication

Business Financial Planning

  • Executive Compensation Plans
  • Succession Planning
  • Key Person Insurance
  • Business Valuations

Personal Financial Planning

  • Asset Allocation
  • Insurance Planning
  • Retirement Accumulation Planning
  • Retirement Income Planning
  • Education Planning
  • Estate Planning
  • Qualified Plan and IRA distribution analysis
  • Retirement Social Security benefit analysis

Investment Management

  • Determined Risk Tolerance
  • Diversify Investments