917 Cloister Drive • Gastonia, NC 28056
Tel: 866.401.5360 • 704.907.4272 • Fax: 704.831.5255
Tel: 866.401.5360 • 704.907.4272 • Fax: 704.831.5255
LATEST NEWS
KEY SERVICES
KEY SERVICES
Presidium can assist you to achieve
best practices:
- Customized Investment Policy statements
- Plan committee organization
- Identifying plan fiduciaries and reducing risk
- Customized education programs for participants
“Unless trustees possess the necessary expertise to manage investments, fiduciaries would need to obtain the advice of a qualified, independent expert.”
U.S. Dept. of Labor Regulations §2509.95-1(c)(6)
Employee Education
EMPLOYEE EDUCATION, ADVICE AND COMMUNICATION
Participants should have enough information to make informed investment decisions.
Education Programs
Presidium can implement an education program suitable to the needs of our client’s employees. An effective education program strengthens the benefits of a retirement plan and meets fiduciary guidelines.Individual Participant Advice
As an SEC registered investment advisor, Presidium can provide individual participant advice. Presidium team members hold advanced degrees and professional designations including Certified Financial Planner (CFP®), Accredited Investment Fiduciary Analyst (AIFA®), Certified Public Accountant (CPA) and Certified Investment Management Adviser (CIMA®).© 2011 Presidium Retirement Advisers, Inc. • Website Design & Internet Marketing by Impression Marketing WSI.
