Thank you for RSVPing to the Retirement Planning Education Webinar.
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Retirement Planning Education Webinar
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Custom 401k Solution
Selecting and designing the ideal retirement plan is a complicated and time-consuming task. Let us handle that workload! As one of the Nation’s leading independent retirement plan consulting firms, we have the knowledge and experience to help you assess your plan’s goals, design the optimal plan features, evaluate and benchmark alternative providers, and negotiate the fee structure.
Our five-part Retirement Plan Analysis will provide a 360-degree view of all the key elements that comprise an effective plan.
- Plan Design
- Plan Administration
- Fiduciary Compliance
- Plan Investments and Expenses
- Plan Education
As one of the Nation’s top-ranked independent advisory firms, RBG supports clients on virtually all of the top 401k recordkeeping platforms. We will conduct a comprehensive RFP on your behalf (at no cost to BIOCOM members) that will compare and contrast the features and pricing available from all the top providers.
A critical fiduciary obligation of any plan sponsor is ensuring that the investment menu is well constructed, priced reasonably, and regularly monitored to ensure the unique needs of all plan participants can be met. Importantly is the ability to document the process and procedures employed to address this mandate. The process we employ in conjunction with Resources Investment Advisors has earned the distinguished CeFEX Certification for excellence in investment management.
In today’s competitive labor market, delivering comprehensive benefits is more important than ever in your quest to recruit and retain top talent. . Our award-winning financial wellness program goes well beyond the basic enrollment meetings and delivers customized both on and off-line group education, as well as 1:1 consultations with an unbiased licensed financial advisor.