All Services

  • For Institutions

    Bringing fiduciary Expertise to ERISA Plans since 1992. As Retirement Plan Consultants and Investment Advisors, we serve Retirement Committees of organizations that offer retirement plans to their employees. We deliver the information, insight, and counsel that provide Retirement Committees the confidence in decision-making which conforms to the conduct standards expected from plan fiduciaries. When counseling …More

  • Vendor Search & Evaluation

    Our customized approach to vendor searches seeks to find the best solution for the Plan Sponsor and its participants. As an independent consulting firm, PrimeTRUST Advisors, LLC (“PTA”) is uniquely positioned to assist Plan Sponsors in satisfying their obligations relating to the periodic search for, and evaluation of, providers of profit sharing plan administrative and …More

  • Pension Services

    Defined Benefit Pension Management Services Optimize your organization’s financial performance by implementing a fully integrated pension management strategy. We analyze critical plan and company financial data to formulate pension strategies calibrated to those risk and return factors most important to your company… while mitigating risks to your financial statements. Our proprietary pension performance monitoring report …More

  • 401(k) Services

    Using defined benefit thinking to achieve better 401(k) outcomes Our goal is to enhance retirement security for American workers by using defined benefit (DB) thinking to achieve better 401(k) outcomes. 401(k) plans were originally intended to serve as a supplemental retirement savings plan. Unfortunately, many plans today continue to operate in the same fashion. We …More

  • Consulting Services

    Put our experience and vendor neutral perspective, to work for your ERISA plan. As “fee for service” consultants, organizations often hire us to provide one-time project services based on their specific needs including: Pension Financial Risk Assessment & Pension Plan Stress Test 401(k) Service Provider Evaluation Plan Review Manage the RFP Process Vendor Searches Stable …More

  • Fiduciary Support Services

    Stewardship is an ethic that embodies the responsible planning and management of resources. You are a retirement plan fiduciary. A trusted steward of someone else’s money. It’s an awesome responsibility. But, let’s be honest, you are busy and have 1,000 other pressing matters demanding your full time and attention. Despite your willingness and good intentions, …More

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