Retirement Solutions and Financial
Expertise for Plan Sponsors
Have you completed an independent “benchmark” or “review” of your 401(k) plan in the
last 2 years?
Is your Retirement Plan up-to-date and offering the most innovative technology?
Is somebody meeting with you and your organization regularly to educate and communicate important changes?
Are your employees satisfied with the current plan? Do they understand all of the investment choices offered?
Do you and the participants know all of the plan costs and how they are allocated between the company and employees? Are you 100% certain they are competitive to the industry average?
Do you have an investment policy statement; are you following it?
Have you taken the steps necessary to ensure you’re in compliance with the Department of Labor’s regulations?
If you answered “no” or are unsure about any of the above questions then you came to the right place!
Retirement Research Group connects employers with the most accomplished retirement plan experts and financial advisors in the country. Plan Sponsors interested in making sure they have the most competitive plan and ensuring compliance are given unbiased advice along with industry leading diligence. Our specialized network of expert advisors take pride in being true “plan partners” by providing case-specific solutions that save you time and expense. We work hard to reduce exposure to liability and address both IRS and Department of Labor requirements. We know that it takes trust and expertise to provide the right retirement solution for your employees, and we are pleased to provide all initial consultations at no cost or obligation to you.
Contact us today to schedule a meeting with one of our retirement plan experts in your area!