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Plan Design & Compliance

Many retirement providers offer either fully or partially bundled plans.  At PRIMESolutions Advisors, we provide a “Best Practices” approach where the plan is designed specifically for a particular company, based on their individual needs.

The advantages of Best Practices include:

  • Fiduciary protection
  • A sound, prudent and defendable investment process
  • Independent investment advice
  • Total expense disclosure by providers
  • Flexibility to obtain the “best of the best”