Retirement Plan Resource Group

We offer no-obligation retirement plan reviews, which utilize a sophisticated program utilizing advanced quantitative methods, to identify low-fee replacements for high-fee funds where the replacement funds do not materially change the risk/return profile offered to plan participants by the plan’s current menu.  This also helps plan sponsors meet ERISA diversification requirements by assessing how well-rounded a plan’s menu offerings are.  See the video below for more details.  Contact us today to request your complimentary review! As experts in company-sponsored retirement plans, we can help you with every aspect of your 401(k) plan. Our professional and credentialed experts have the knowledge and resources necessary to guide you through the complexities of the retirement plan industry.

Delegate Your Responsibility To Us

As a Registered Investment Advisor (RIA), we will agree in writing to act as an “investment manager” as defined by ERISA §3(38). As a result, you are able to delegate your responsibility for selecting and monitoring your plan’s menu of investment options to us. We construct an Investment Policy Statement that establishes guidelines and procedures to protect you against fiduciary liability.

Education & Communication

We believe you cannot have a successful retirement plan without strong employee education. Our team is committed to providing your employees with the tools and education necessary to successfully prepare for retirement. We encourage participants to become active learners, make reasonable investment decisions and increase their retirement savings.

Plan Design

By carefully studying your particular situation, we can design a plan that best meets your goals and objectives.



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