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)
Resources
Key Links and News Stories
We've listed below several links to additional information and news stories you may find helpful.
For our Clients:
SEC FORM ADV
To review Presidium’s Form ADV I, click here and enter the firm’s CRD number 138132
Articles and News Stories
- NAIRPA Comments to SEC on Target Funds
- Video: Retirement Plans on CBS Evening News with Katie Couric
The following are key third parties that regulate retirement plans or provide information for managing plans.
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