Presidium Retirement Advisers, Inc.704-907-4272
CLOSED NOW - Closed
CLOSED NOW - Closed
5250 77 Center Dr Ste 450, Charlotte, NC 28217
5250 77 Center Dr Ste 450, Charlotte, NC 28217
Website 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.
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- Regular Hours
Mon - Fri: Sat - Sun Closed - Extra Phones
TollFree: 866-401-5360
- Neighborhood
- Montclaire South
- Amenities
- A fiduciary manages the assets of another person and stands in a special relationship of trust, confidence and legal responsibility. ERISA §3(38) Investment ManagerAn ERISA §3(38) investment manager is solely responsible for the selection, monitoring and replacement of plan investments. The fiduciary must agree in writing and acknowledge his fiduciary status. When a plan sponsor hires an ERISA §3(38) investment manager, ERISA §405(d)(1) provides fiduciary relief by transferring the burden for investment selection and monitoring from the plan’s committee to the ERISA §3(38) investment manager. Plan sponsor and committee are responsible for the prudent selection and oversight of the ERISA §3(38) investment manager. Selecting the Right InvestmentsWith no proprietary investment restrictions, we select the best low-cost institutional share class investments including Dimensional Fund Advisors (“DFAâ€) and Vanguard, which unlike retail mutual funds have significantly lower fees, no 12b-1 fees or other “hidden feesâ€. As a fee-only advisor, we do not accept revenue-sharing of any kind and are compensated only by our clients. We provide complete accounting of all fees and expenses.
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