Plan Setup

Plan Setup

Premier Pension Solutions will work closely with you and the financial advisor of your choice to efficiently set up a new plan or transition your existing plan from your current provider. We work with key personnel to streamline the tasks involved and to educate them regarding important aspects of the plan.

Our comprehensive plan document services, include
  • Standardized Prototype Plans
  • Non-Standardized Prototype Plans
  • Volume Submitter Plans
  • Individually Designed Plans
  • Adopting Resolutions
  • Summary Plan Descriptions
  • Enrollment Forms
  • Loan Procedures
  • QDRO Procedures

If the thought of changing providers seems daunting, Premier Pension Solutions takes a hands-on approach to make this transition as easy and seamless as possible. We will draft the takeover letter to your prior TPA for your signature, set up contacts and communication between all key players, send you a list of items needed for the takeover, discuss operational features with key personnel, coordinate dates for takeover, black out notice (if needed) and the deposit of contributions with you and your prior TPA, coordinate the transfer of assets, and provide any necessary forms (i.e. elections, transfers and distribution forms).

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801 Washington Avenue  •   Suite 302  •  Waco, Texas 76701   •   P.O. Box 7247  •  Waco, Texas 76714
9385 Miller Lane  •  San Antonio, Tx. 78266