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RETIREMENT SERVICES GROUP
We believe we have a company that is uniquely positioned
to be a top line resource for any organization. Our goal is to be a full-service
provider of all aspects of your retirement plan program. In order to achieve this
we have integrated a highly experienced consulting team, with strong plan provider
relationships, and technology that allows us to work very confidently as an advocate
for your retirement planning needs. Many companies have seen this as an opportunity
to position their HR staff in strategic decision-making and away from administrative
duties. This in turn directly impacts your organization’s profitability and
workforce productivity.
Services Offered
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401k plans
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Non-Qualified Plans
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403b Plans
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SIMPLE / SEP Plans
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457 / 401a Plans
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Deferred Compensation Programs
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Profit Sharing Plans
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Rollover / Roth IRA
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Defined Benefit Plans
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Plan Sponsor Support
When we consult with you on your retirement plan
needs we believe we set ourselves apart by taking a complex set of issues and decisions
and delivering it in a simple format. The format summarizes all of your decisions
into three categories: cost, performance, and service. You determine
the priority and weight you place on each area. This criteria is also a basis for
what plan providers fit best into your organizations needs. Our goal is to become
a partner of your employee benefits department. We are confident we can provide
all of the related services necessary to give you personal and flexible support.
We are not beholden to one plan provider or one benefit strategy. We are beholden
to what you want to create in a workplace program, and have built an organization
capable of providing it.
Participant Support
As a core philosophy of our organization, we maintain
a strong focus on participant education. We work with you to educate your
employees during the enrollment process and throughout their time with your organization.
A unique enrollment process is implemented that involves both a group session and
one-to-one employee meetings with a financial consultant. We provide substantial
instruction to help participants make sound choices towards their retirement planning
objectives. It is clearly evident that an employee that understands the benefits
offered is more productive and recruiting and retention initiatives of your organization
are supported.
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