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RSG | Retirement Solution Group

RSG | Retirement Solution Group

Meet

Meet Kevin Delaney

CPFA

VP of Business Development

Email: kevin@retirementsolutiongroup.com
Phone: Phone: 866-352-7731 Ext.415

With RSG since 2021

My Favorite Thing About My Work at RSG

The best is when you can educate an owner or key person on 401k plan design that suits their needs and goals of starting a plan.

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About Me

Kevin joined the RSG team in 2021 as the VP of Business Development, where he helps create strategic business partnerships and steward new clients into RSG. He first began working in the pension field in 2010 and now brings those years of pension plan design to small and medium-sized businesses seeking outsourced 401(k) and pension department capabilities. Kevin approaches each case as a unique opportunity for RSG, tailoring the best solution for all involved.

His consultative approach, plan design expertise, and passion for pension is always appreciated and infectious. Whether it comes to plan design for 401(k) plans, or defined benefit plans, Kevin consults new clients on the value of working with RSG.

My Licenses and Certifications

  • Certified Plan Fiduciary Advisor (CPFA)
  • Life and Health Licensed (NH/MA/ME)

Participate! Establish a plan if you are a small business owner since regular employees rely on 401k savings as their main source of income at retirement.

What I do at RSG

  • Advisory
  • Third Party Administration

Ask Me About

  • Annual Plan Administration
  • Plan Analysis
  • Plan Health and Participant Analysis
  • Plan Design and Documentation
  • Defined Contribution Plans
  • New Business Development

Background

Undergrad at University of New Hampshire

10 years of industry experience.

In My Spare Time I Like...

I love to golf (2 handicap), to travel, and being Dad to my son and daughter. I also love to cook!

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Articles by Kevin Delaney

The Rise of Pooled Employer Plans (PEPs) in the Retirement Landscape

The appeal of PEPs for employers is in mitigating personal liability and controlling costs, and has been particularly attractive choice both small business and for audited plans with 100+ participants. Understand the common infrastructure of PEPs, emphasizing their cost-effectiveness compared to single employer plans, with built-in coverage for plan audit expenses and fiduciary responsibility. With this retirement plan option, there will be consideration of PEPs in future RFPs and significant growth in PEP adoption over the next five years.
Read More

Is Financial Education on Company Time Worth It?

Financial education is becoming increasingly important in today’s world, but is it worth the company’s time and resources to provide such a service? Helping employees reduce financial stress can help […]
Read More
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