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Saturday, May 18, 2013

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Thursday, November 7, 2013

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PrimeTRUST Advisors

Welcome! PrimeTRUST Advisors is a retirement plan consulting and investment advisory services firm. We seek to be the resource you rely on for information and assistance in the retirement plans arena. As such, our website provides you with useful resources, links, news and articles relating to the important issues of successful retirement plan management . We hope you find this resource helpful. If you have needs, suggestions or ideas that we could incorporate to help you, please contact us.

PrimeTIME News

The State of The Global Economy, Jason Hoody, CFA, Issue 1:2013

PrimeTRUST Advisors Expands Staff and Capabilities (2012.09.24 Press Release)

408(b)(2) Responsibilities for Plan FiduciariesInterim Report)(3rd Edition 2012)

Beware-Free 401(k) Benchmarking Services

You Shouldn't Have to Pinch Your Pennies in Retirement (SC etv Radio Interview, August 28, 2012)

What Plan Sponsors Must Know When Filing the Form 5500 (PSCA) (July/August 2011)

The Pension Corner

Faltering Pensions Motivate “Corporate Finance” Approach to Evaluating Risks

Pension Asset & Liability Watch

Featured News Articles


Current Archive

Using Cash Balance Plans to Bolster Retirement Security
Monday, July 13, 2009 (4187 reads)

Over the past year, employees’ 401(k) and profit sharing plan account balances have declined to the point that many, who were at the very threshold of retirement, are now questioning their capability to realize that dream. Cash balance plans may provide the solution!

Use of Target Date Funds in Qualified Retirement Plans
Tuesday, July 21, 2009 (3226 reads)

Due to their seemingly intuitive asset allocation process, target date funds have emerged as a dominant fixture in the 401(k) landscape in recent years. This trendy, relatively new style of mutual funds is the marketed solution to simplify the investment decision-making process for 401(k) participants often overwhelmed and confused by the number of investment choices. But... how does a fiduciary go about evaluating such options?

How You Are Paying What You Don’t Know:A Primer on Indirect Mutual Fund Payments
Monday, February 25, 2008 (1905 reads)

This is an excellent article by ERISA attorney Fred Reish on issues of importance for fiduciaries of 401(k) plans. This article provides a concise overview on how revenue sharing arrangements work to subsidize the costs associated recordkeeping and financial advisory services.

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Video Library

Visit our Compliance Resource Library of 30 second briefing videos. These videos provide key insights for managing your corporate retirement plan. Click the link below: