For Institutions

Fiduciary oversight and plan guidance built around your organization’s needs

What Sets Us Apart
Plan Sponsor Support

Fiduciary Expertise
For ERISA Plans

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 so Committees have confidence in decision-making that conforms to the high conduct standards expected from plan fiduciaries.

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"An advisor’s greatest accomplishment should be getting their clients through retirement where they can live worry-free, without the fear of outliving their retirement savings."

Key reasons organizations work with us:

  • Access to our extensive retirement plan knowledge and expertise (over 40 years working in all facets of qualified retirement plans);
  • Effectiveness in problem-solving service issues;
  • Easily accessible, highly responsive, and dependable.

The PrimeTRUST Service Experience:

Get a glimpse into who we are and what it is like working with us in this short introduction video

Chip Hunt shares his “WHY” to explain what your Service Experience is like when you work with PrimeTRUST Advisors.

Learn more about our services by Plan type:

Optimize your organization’s financial performance by implementing a fully integrated pension management strategy.

We help you prepare for and navigate life’s most important financial events — from retirement and inheritance to career changes or major decisions. Our role is to bring clarity and confidence to every step so you can move forward with purpose and peace of mind.

Our Pension Capabilities:
  • Formalize Strategy, Targeted Objectives, Funding & Investment Policies
  • Asset/Liability Modeling
  • Structure Dynamic Asset Allocation
  • Investment Manager Selection and Performance Monitoring
  • Manage & Monitor Plan Performance Results
You are a retirement plan fiduciary–a trusted steward of someone else’s money. Let’s be honest, you are busy with other pressing matters demanding your time and attention. Our proprietary investment selection process was specifically formulated to shield those who serve as 401(k) plan fiduciaries against threats embedded within this litigious environment. Ask us how it works.
Our 401(k) Capabilities:
  • Consulting
  • Plan Design
  • Proprietary Investment Management Selections
  • Performance Monitoring and Evaluation
  • Investment Policy Statement
  • Participant Group Meetings
  • Fee Benchmarking
  • 401(k) Service Provider Evaluation and Selection
  • One-on-One Financial Planning Sessions for Participants
REAL FEEDBACK

How Clients Describe Working With Us

OUR PEOPLE

Meet Our Team

Chip
Founder & President
Jamie
VP & Chief Investment Strategist
Sheryl
Director of Operations
TRUSTED PARTNERSHIP

Proud to Be a Ramsey SmartVestor Pro

PrimeTRUST Advisors is recognized as a Ramsey SmartVestor Pro, reflecting our commitment to trusted, values-driven financial guidance. We’re proud to serve Ramsey fans across Greenville and beyond with clarity, confidence, and care.
Get in Touch

Every Plan Begins With a Conversation.

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Insights & Perspectives

Insights That Matter for Your Future

Practical guidance, success stories, and research you can trust. Explore expert perspectives, real client outcomes, and industry trends that help you plan smarter, adapt with confidence, and stay ahead at every stage of life.

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