Retirement Solution Group creates customized retirement benefit solutions for businesses who value saving today to plan for a better future—for their business and their employees. RSG provides a fully managed service for clients specializing in complex benefit plan design, co-fiduciary advisory services, plan compliance, Third Party Administration and financial education of employees.
Since 2005, RSG has partnered with businesses both small and large engaging clients throughout the process that ensures the plan adapts as their business grows. Retirement Solution Group provides high-level service and focused knowledge for businesses, their trustees and their employees providing a holistic consultative voice in support of their efforts to maximize the organization’s retirement plan into a valuable asset. We believe that optimizing the plan focuses on measurable outcomes that can change lives, requiring a balanced approach to consulting on plan design, investment advice, participant engagement, compliance support and fiduciary support.
Our Team
Junior Plan Consultant
Controller / Compliance
Chief Investment Officer
Building a savings culture where all workers are prepared for financial security in retirement may seem like a lofty goal. But closing the coverage gap is exactly what we’ve dedicated ourselves to do for each of our clients and our community.
It’s a real honor for RSG to have been recognized for this work by our peers and in our industry. On behalf of the entire RSG team who has earned these awards, we are humbled and grateful.
WE BELIEVE:
There is great value in education.
Knowledge helps people think, feel, and behave in a way that contributes to their success, and improves not only their personal situation but also the greater community.
Retirement planning starts with understanding our clients’ needs.
Each business is unique with different goals and objectives and building the right solution begins by having an expert with deep knowledge who can align the nuances of products and services available to achieve the type of growth desired.
Everyone should be empowered to retire with dignity.
You deserve independence and joy. You matter–and how you live your life today and save for your future life matters. Retirement is something to plan for and look forward to, with dignity, independence and joy.
What Makes RSG Different?
We believe that the only way to be a truly valuable partner to our clients is to both know them well and put their needs and goals ahead of everything else. This is why we put such emphasis on two things. First, we are specialists in retirement plans. It is our sole business and not something we’ve “tacked on” in order to create new revenue. It’s because of this that we can bring the best and most creative solutions to meet the challenges our clients are facing. Second, we are dedicated to treating all of our clients with the same demanding principles of co-fiduciary standards. Every decision we make with you about your plan, or recommendation we bring through our consultations is made with the best interests of your company, your employees, and the health of the plan as the highest priority.
Opening Doors to Our Trusted Partners
Because RSG is focused only on your retirement benefits, we rely on our network of partners to take that expertise a step further, offering tax planning and financial planning advice that puts you in charge of your TOTAL financial picture.
Collaboration means business. When tax professionals and 401(k) advisors join forces, everyone benefits. A collaborative approach helps our clients with streamlined and practical support on their journey to achieve their financial goals.
Explore Our Services
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A Message for You
2024 NAPA Top DC Advisor Teams – RSG Advisory: Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. Teams must have at least $100 million in AUA to be included. The list is based exclusively on self-reported AUA. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 452 submissions participated in the ranking. 452 were named to the final ranking.
2024 PLANADVISER Top Retirement Plan Advisers award – RSG Advisory: To be listed, advisers had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. After meeting the minimum plan or asset count, advisers are highlighted if they have what was designated as a special focus in any particular plan type. This means, 91% – 100% of clients that are 401(k) plan sponsors, or 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients. A total of 296 Retirement Plan Advisers submitted entries to be considered for this list of Top Advisers and from that list, 263 Retirement Plan Advisers were selected. Neither advisory firms nor their employees pay a fee in exchange for this award. The rating is not indicative of the adviser’s future performance.