RSA's Retirement Plan Consulting Group provides comprehensive fiduciary solutions to our retirement plan clients.Our services include:
Qualified Fiduciary Consultant Services Vendor Search and Implementation Investment Policy Statement Development and Review Quarterly Investment Monitoring Ongoing Consulting Services and assistance with day-to-day plan issues Customized Employee Education Plans
What We Do
How We Do It
Protect plan fiduciaries and executives from financial loss due to DOL and IRS penalties, ERISA and employee civil litigaion, and legal fees associated with these actives
404(a) monitoring Customized investment policy statement Investment Due Diligence process 404(c) employer and employee policy statment Fiduciary Services
Minimize total plan costs and maximize the scope and quality of plan provider services
Provider contract review Provider pricing re-negotiation RFP provider analysis and benchmarking Vendor Selection (RFI to RFP)
Maximize investment return potential, while minimizing risk/volatility
Quantitative and qualitative analysis Proprietary fund ranking system
Maximize plan efficiency and compliance
Fiduciary Plan Review Annual plan design review and analysis
Maximize benefits for plan participants
Group & individual meetings Employee communications strategies Asset allocation & investment guidance/advice Individual financial advisory services (financial plans, Section 529 plans, and rollover and IRA solutions) Deferred Compensation
