The Premier403(b) is the administration of a retirement plan that allows employees of qualified educational institutions or certain tax exempt organizations to save and invest pre-tax dollars for their own retirement. The contributions and earnings within the plan are not taxed until distributed. The participant's money is invested in financial instruments they choose from the approved providers under their employer's plan.

• • Plan design options and recommendations Brokerage and consulting services Pre and post tax voluntary benefits Prepare, distribute and evaluate request for Proposals
    
    
• - Experienced Account Management
• • Experienced Account Manager is assigned
  • Toll-free access for employer's staff
  • Client report package
  
  
• - Enrollment and Fulfillment
• - Education
• • On-site Seminars
  • Employee election information exchanged
  
  
• - Award winning Benefit Enrollment Materials
• • Communication Materials
  • Employer schedules and announcements
  
  
• - Deduction Management
• • Payroll contributions via ACH, wire, check
  • Reconciliation of contributions and posting to customer accounts
  • Discrepancy reporting, full reconciliation and posting contributions
  
  
• - Registered Representative Customer Service
• • Toll-free, bilingual access 12 hours per day, M - F
  • Enrollment support
  
  
• - Implementation strategy recommendations
• - IRS-compliant Administration
• • Standard plan documents
  • Regulatory updates
  • Discrimination testing
  • Limits Testing
  • Administrative Oversight:
  • Loans
  • Hardships
  • Resumption of Contributions
  • In-Service Distributions
  • QDROS: Vendor Performance Audits