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RSG | Retirement Solution Group

RSG | Retirement Solution Group

About RSG

About Retirement Solution Group

The RSG Difference

Our Team

Our Services

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

Christie Cheng, CPFA
See More About Christie
Kevin Delaney, CPFA
See More About Kevin
Scott Emering, MBA, CPFA
See More About Scott
Lisa Grzenia
See More About Lisa
Judy Gutierrez
See More About Judy
Patricia Hernandez, QKA
See More About Patricia
Jessica Hodges
See More About Jessica
Eileen Horton
Eileen Horton
Junior Plan Consultant
See More About Eileen
Wendi Keefe Holman, QKA
See More About Wendi
Christine Macari
Christine Macari
Controller / Compliance
See More About Christine
Susan Richardson, QKA
See More About Susan
Lindsey Ryan
See More About Lindsey
Frank Sabin, CFA
Frank Sabin, CFA
Chief Investment Officer
See More About Frank
Elvia Sanchez, CPFA
See More About Elvia
Kim Schaeffer, APA
See More About Kim
Steve Scott, AIF, CPFA
See More About Steve
Megan Sherman, CPFA
See More About Megan
Mary Ulrich
See More About Mary
Chris Underwood, AIF, CPFA
Chris Underwood, AIF, CPFA
Principal
See More About Chris
Mary Wade, QKA
See More About Mary
Julie Yanez, ERPA, CEBS, CPC
See More About Julie

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.

How Specialists Benefit You
Learn About Co-fiduciaries

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Click to Learn about Advisory and Co-Fiduciary Services

More About Advisory and Co-Fiduciary Services from RSG

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Click to Learn about Plan Consulting Services

More About Plan Consulting from RSG

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Click to Learn about TPA Services

More About TPA Services from RSG

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Retirement Solution Group Introduction
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RSG 2023 Happy New Year
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RSG Happy New Year 2022!
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RSG Happy New Year 2021
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Steve Scott and RSG honored to be named to 2020 Financial Times 401 Top Retirement Advisers
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What's In The Box?
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