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:




  • 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