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)
About us
Our Mission
Our dedication to the highest standards of fiduciary responsibility is the foundation of our practice.
Experienced Team
We partner with plan sponsors to manage fiduciary risk, investment oversight, compliance complexities and other issues that plan sponsors encounter. Presidium commits in writing to serve as the plan’s fiduciary advisor with the purpose of ensuring that the plan meets all regulatory guidelines and utilizes best practices in plan management.We provide a comprehensive retirement plan tailored to meet each client’s unique goals and objectives.
Our client relationships are long-term partnerships based on confidence and trust. We adhere to the highest ethical standards in our decisions, practices and advice. Presidium utilizes our unique capabilities to help our clients with the complex task of running a successful retirement plan.
Compare Us
Presidium is included on FindTheBest and BrightScope, two objective comparison tools that allow you to research and compare investment advisors and select the best choice for you.Press Releases
- McGee Brothers, Nations Largest Masonry Contractor Appoints Presidium to Help with 401(k) Plan
- Presidium Certified for Fiduciary Excellence (Benefits Link)
- Okuma America Retains Presidium
- Presidium Accepts Fiduciary and Advisor Role for Greenville Hospital System
Publications
Ethics and Professionalism: How do we know?Every day, each of us forms opinions regarding our friends, coworkers and every person we encounter. Can they be trusted? Who is dependable? For most of us, it is a trial and error process. But how do entities learn to form bonds of reliance and trust especially when the consequences of being wrong, make trial and error an unacceptable process?
- Published in the Summer 2011 Edition of the ASPPA Journal
- Co-authored by Anne Comer, Jim Culbreth & Patrick Dennis
For more information contact:
Anne Comer866.401.5360
acomer@presidiumadvisers.com
© 2011 Presidium Retirement Advisers, Inc. • Website Design & Internet Marketing by Impression Marketing WSI.







