Trusted Advocates
Single Source solutions

Employee Retirement Plans​

Retirement plans allow employees to create a tax-deferred investment account through a simple payroll deduction process. A good plan also benefits Employers as it is an outstanding way to attract and retain quality people. We offer low-cost, turnkey solutions for virtually any plan, including 401 (k), Defined Benefit and 403 (b). Through our partnerships with leading insurance companies, mutual funds and third-party administrators, we offer a broad selection of complete administrative solutions. Services include:

Investment Policy Statement

Provides a basis for you to create a plan’s mission statement that clearly describes the selection process of the plan service provider and investment options.

Compliance

A complete checklist and annual audits to ensure that the information, education and investments in your plan meet your fiduciary responsibilities.

Total Cost Analysis

Transparent disclosure of all the costs associated with your plan and a commitment to regularly evaluating the program to ensure you are getting the best value for the employer and employees.

Customized Employee Education Programs

Employee engagement is critical to plan participation. We tailor the education sessions to meet your schedule and offer ongoing access to licensed securities’ professionals to assist employees with understanding, developing and implementing a long-term retirement plan

Fiduciary Liability

Manage your IRS and Department of Labor compliance obligations through regular plan reviews to ensure it is current with legislative changes such as ERISA and the Pension Protection Act

WHAT PEOPLE ARE SAYING ABOUT

PREMIER BENEFIT
MANAGEMENT

“I once described her as a Pit Bull, when it came to negotiating my renewal. She is persistent, yet extremely knowledgeable and understands all the points of leverage to negotiate for the best pricing.”
– Terri Thompson, President; Electrical Firm
– Terri Thompson,
“Two weeks after my daughter was found unconscious and rushed to a hospital in California, I got a call from the hospital saying that they were not only out of network but the treatment she was receiving in their rehabilitation facility was a policy exclusion. They advised me that my daughter was too fragile to be released I need to make private payment arrangements for her to stay. That was when my CFO told me to call Dawn. I had never met Dawn, however, she went above and beyond to try to get her treatment approved. After multiple failed attempts met with the Medical Director of the Insurance company and they made a policy exception. She let us know they had approved my daughter to remain in this facility until she had made a full recovery. I didn’t know what to say as I began to thank her. I couldn’t hold back the tears and the gratitude I felt. It was not only a monumental achievement; it was monumental to my daughter’s life. You do not find someone that offers that level of service or compassion in the world today.”
– Jeff Powell,Senior Sales Executive; Roofing Manufacturing Industry
– Jeff Powell,
“I have worked with Dawn for over 15 years, she has worked diligently to get the best possible rates for all of our benefits. She is professional, innovative and a pleasure to work with. Dawn has historically negotiated significant savings annually, therefore I have the highest level of confidence when I present to our Board of Directors for our annual budget. As a director of Human Resource for 30 years, the regulatory requirements and legislative changes have made my role increasing difficult. Therefore, I have become increasingly dependent on Dawn’s wealth of knowledge and problem solving ability to support my role. It’s a coin phrase in corporate office “Call Dawn” when anything out of the ordinary comes up.”
– Leighann,Director of Human Resources; Home Health Industry
– Leighann,
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