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Presidium Retirement Advisers, Inc.

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Über uns

Presidium Retirement Advisers, Inc. 

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In 2005, Anne Comer founded Presidium Retirement Advisers, Inc. because she believed retirement plan sponsors deserved a dedicated resource for dependable, objective and independent advice. As President, she guides Presidium Retirement Advisers’ commitment to superior client service, rigorous plan analysis and strategic solutions.

Presidium Retirement Advisers bases its investment philosophies on sound principles, including the ideas that global diversification reduces risk while enhancing returns, past performance has little predictive value, and risk and return are related. Presidium Retirement Advisers also believes that by decreasing expenses, one can increase returns on investment. Because employer contributions are most retirement plan sponsors’ single largest expense, Presidium Retirement Advisers leverages their extensive knowledge of plan design to ensure plan sponsors can achieve their tax objectives and compensation incentives.

When overseeing plan selection, Presidium Retirement Advisers follows a tested, thorough process to identify vendors who meet the client’s needs. The process begins with Presidium Retirement Advisers evaluating the retirement plan’s specific goals, so it can develop a proposal request that effectively conveys their client’s unique objectives. Fiduciary advisers review each proposal and conduct in-depth interviews with potential vendors. Next, they check vendors’ references and interview current clients to learn about each plan’s about performance. Finally, the team at Presidium Retirement Advisers completes a review of corporate filings, along with screenings for legal or compliance issues.

Although final plan selection is the client’s responsibility, Presidium Retirement Advisers strives to ensure each step in the process is straightforward, personalized and research driven, so retirement plan sponsors have all information necessary to make an informed decision. Throughout each stage, Presidium Retirement Advisers is there to provide thoughtful, expert guidance that promotes lasting retirement plan success.

Branche

  • Finanzdienstleistungen