Hi RSG team members!
This is a library of client/participant facing materials. Browse through RSG’s product and services information and choose the one you want to share with your client. Download the file you need, or simply copy the link to the file and share that directly with your client. Below the list of materials is a library of webinars, articles and videos that you can share as well.
What are you looking for?
Compliance Materials
2025 Contribution Limits for Retirement Plans
RSG Understanding Compensation FAQs
Understanding Your Plan Restatements FAQs
Archive:Â
RSG Advisory 4Q 2023 Investment Update (PDF, editable slides)
Financial Wellness
RSG Retirement Savings Milestones (CC, CU, ES), JG)
Budgeting: Building a Retirement Income Plan
Rollover: 401(k) Distribution Options
Rollover: Consolidating Retirement Accounts
Impact of Taking a 401(k) Loan
Understanding Your Social Security Benefits (CC, CU, JG, KD, ES) (editable presentation slides)
Branding + Masters
PowerPoint Master files:
2024 Master Participant Presentation:Â includes modules on Plan Highlights, Enrollment, Rollover, Pre-Tax vs Roth, 401(k) Loans, Social Security, Market Update, Next Steps, Questions and more
Announcements:
2024 RSG Advisory Awards and Honors announcement  (online article) (download) (NAPA logo) (PlanAdviser logo)
Branding:
- RSG Brand Message Playbook (June 2024)
- RSG Brand Guide (Oct2020)
- RSG Branding Identity Guide Addendum (April 2024)
- RSG Employee LinkedIn Guide
- Retirement Solution Group Logo:Â Grey, White
- RSG Advisory Logo: Â Grey, White
- Letterhead (Word templates): Retirement Solution Group, RSG Advisory –download this file and save to your Word templates folder.
- Report and RFP cover pages (in PowerPoint)
- RSG Presentation Template: download PowerPoint file and upload to your MicroSoft Template Library
Email Templates
For Participants:
For Partners:
- Partnership – CPAs and Tax Advisors:Â one-pager and email
- Center of Influence Meeting Request (COI)
For Prospects:
For Clients:
- Thanksgiving client referral request (Clients)
- Client Referral Request (Clients)
- Plan Check Up (Clients)
- Request a Meeting (Clients)
- Q2 Compliance Deadlines (Clients)
- Q3 Compliance Deadlines (Clients)
- Q4 Compliance Deadlines (Clients)
- 2025 Compliance Limits Announcement (Clients)
Share A Blog:
Newsletters
Plan Design and Administration Newsletter (Nov 2024)
Archives:Â
Innovative Strategies Newsletter (August 2024)
Employee Engagement Newsletter (May 2024)
Fiduciary Plan Governance Newsletter (March 2024)
Optimizing 401(k) Plan Administration Newsletter (Dec 2023)
Plan Design Newsletter (September 2023)
Employee Engagement Newsletter (June 2023)
Search Articles
I have a general question about retirement plan management or want to learn about a particular topic:
Recent Articles
Securing Retirement Futures: Strategies to Address Delayed Retirement
Discover how strategic 401(k) plan designs can mitigate the costs of delayed retirement. Explore solutions like HSAs, retirement income funds, and in-plan annuities to help employees retire on time and support employers in managing workforce expenses effectively.
5 Common Retirement Plan Errors and Tips to Fix
This article highlights common 401(k) plan errors—like missed updates, misapplied compensation, and missed contributions—and provides IRS correction options, including self-correction and voluntary correction programs. It emphasizes regular reviews and new SECURE 2.0 guidelines to help plan sponsors maintain compliance and support participants’ retirement security.
Retirement Plan Review: From Participation Rates to SECURE 2.0
Gain actionable insights for optimizing efficiency and compliance through strategic retirement plan analysis. Examine key metrics like participation and deferral rates, asset allocation, and auto-enrollment. Understand the impact of upcoming SECURE 2.0 amendments, offering guidance on how to future-proof your retirement plan for 2025 and beyond.
Shareable Videos
Please note that these videos are a complete archive of all RSG recordings–dates are indicated in the file name, when appropriate.
