Employer Retirement Plans
Can you say with confidence
“My employees are taking the necessary steps to prepare financially for retirement”?
If not, it’s our commitment to help you with this.
Have you experienced any of these common issues with your company’s current retirement plan?
Lack of Contact. When is the last time you have seen your advisor?
Lack of Education. How educated is your staff about your plan?
Lack of Compliance. Are you prepared for a Dept. of Labor audit?
Lack of Fee Disclosure. Are you ready for the new regulations regarding fee disclosure and is your plan priced right?
The RFS Planned Approach
Prioritize the following five areas - based on importance to your company:
Investment Options
Cost/Fees
Fiduciary Responsibility
Employee Education
Design/Administration
Send us your current vendor contract (your service agreement), along with a copy of your enrollment packet and the average annual hard dollar costs of your current plan and we can quickly provide you with your customized retirement plan analysis.