Broker Check


Retirement Plan Consulting

Attract and retain top talent with a well-designed retirement savings plan. We’ll help you cut costs and meet your regulatory and fiduciary obligations with confidence.

Retirement Plan Consulting

Retirement Plan Consulting

If you are the CEO, CFO, or HR Director of a company sponsoring a retirement plan, you know that you need great benefits in order to attract, reward, and retain exceptional employees. You understand the need to keep these costs reasonable and under control for you and your employees. You care about your employees but also don't want to spend your valuable time dealing with the complexities of monitoring a corporate retirement plan.

How We Help

Fiduciary Oversight

Fiduciaries are required to act prudently in the interests of participants and beneficiaries. If you fail to meet your fiduciary duties, you can be held personally liable to restore any losses suffered by the plan. Premier Retirement Plan Advisors maintains full plan accountability through Cetera's advanced systems and processes that are governed by a robust technology platform.

Independent Investment Due Diligence

As a fiduciary, you make decisions that can impact the retirement savings of dozens, hundreds, or even thousands of plan participants. The Employee Retirement Income Security Act (ERISA) requires you to take your obligations seriously. At Premier Retirement Plan Advisors, we are committed to providing independent investment analysis and staying ahead and on top of your fiduciary responsibility.

Comprehensive Fee Benchmarking and Vendor Search

Is it time you evaluated your current plan providers? As your partner, Premier Retirement Plan Advisors is able to provide you with detailed reports about providers that may be better suited to meet your needs. Our process involves a thorough review of your current provider’s services including administrative, record keeping, compliance, website/statements, service management, and employee communication services.

Qualified Retirement Plans

Whether your company already offers qualified retirement plans or you’re searching for the right one to offer to your employees, it’s important that you know and feel confident about your options. Not only will we help you find the right retirement plan for your company, but we’ll also be there along the way to address concerns and transitions along the way. We can help you get the most from your 401(k)s, SEP IRAs, SIMPLE IRAs, and cash balance and defined benefits plans.


Statistics indicate that many employees today are not saving enough for their retirement and will most likely fall financially short. Premier Retirement Plan Advisors aims to help plan participants feel confident about the decisions they make by delivering presentations on financial planning topics and providing targeted communications via email and educational meetings. We deliver our information in a way that is both easy to understand and intended to help them pursue their retirement goals.


Our reputation is built on working with company executives to build and maintain an outstanding and meaningful corporate retirement plan.

Have a Question?

Thank you!

Plan Partners