Our Services

                                                                                                                                                               Retirement Services Group provides a full range of services, for both plan sponsors and plan participants. 

 

 

Our service to plan sponsors include all of the following:

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   PLAN SPONSOR SERVICES

  • Plan Consultation and Strategic Design                                   
  • Plan Vendor Consultation
    • for Recordkeeper Vendors & Third Party Administration Vendors - (both bundled and unbundled)
  • Investment Policy Statement Development and Monitoring
  • Fund Menu Design (that meets Investment Policy Statement Mandates)
  • Quarterly Investment Reviews
    • Investment Monitoring/Committee Meetings
  • Fund Replacement/Fund Management Search
  • Investment Fee Benchmarking Reports
  • Plan Provision Benchmarking Specific to your Industry

 

                                            PLAN PARTICIPANT SERVICES

  • Educational Policy Statement Developing and Monitoring
  • New Employee Enrollment Meetings
  • Ongoing Educational/Promotional Meetings
  • One on One Participant Consultation Meetings
  • Asset Allocation Modeling

      

 

 

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Check the background of this financial professional on FINRA's BrokerCheck