IRA Rollovers
Premier’s services for business retirement plans are complete – and ongoing. We are a hands-on service provider, available to plan trustees and plan participants.
Your employees will appreciate knowing that their employer has hired a financial professional who will help them.
Our involvement in your retirement plan doesn’t necessarily end when an employee retires. It’s important for plan participants to continue to save, and to maintain the tax-favored status of their retirement funds. That is where an IRA Rollover enters the retirement savings picture.
Premier will help plan participants understand the value of IRA Rollovers, and to establish such an account if they so desire. By rolling over funds from a qualified business retirement plan, participants continue to benefit from a tax-favored environment, and they won’t lose funds to taxes and penalties for early withdrawal.
Your employees will appreciate knowing that their employer has hired a financial professional who can help them save for retirement throughout their working years, not just while they participate in your plan. It’s another component to helping them achieve financial peace of mind.
