Meet

Meet Scott Emering, MBA, CPFA

Partner

Email: scott@retirementsolutiongroup.com
Phone: 866-352-7731 Ex: 110

With RSG since 2002

My Favorite Thing About My Work at RSG

Helping to make plan fees more transparent in order to benchmark and lower costs

About Me

Scott helped with getting RSG off the ground in 2005 while he was a partner of The Emering Companies, LLC, which formally merged with RSG in 2014. With over 20 years of industry experience, Scott’s primary responsibility within RSG is the financial and technological operations, and supports the company’s efforts in business development, marketing and client management, with an emphasis on compliance and administration.

My Licenses and Certifications

Certified Plan Fiduciary Advisor
Series 65 (NASSA & FINRA)
Masters of Business Administration

Create a plan oversight committee to review all aspects of the plan and coordinate and prioritize plan improvements

What I do at RSG

Actuarial Services
Third Party Administration
Co-Fiduciary Services
Special Consulting Projects
Relationship Management
Operations
Finance
Technology
Sales and Marketing

Ask Me About

Employee Education and Engagement
Client Customer Support
ERISA Compliance
Investment Selection and Monitoring
Annual Plan Administration
Plan Analysis
Defined Benefit Plans
Service Provider Selection
Plan Health and Participant Analysis
Establish Plan Oversight Committees
Plan Design and Documentation
3(21) - Co-Fiduciary
3(38) - Co-Fiduciary
3(16) - Co-Fiduciary
Enrollment Support
Mergers and Acquisition Benefit Analysis and Support
Defined Contribution Plans
Plan Termination Support
New Business Development
Installation / Conversion of Plans
Accounting / Finance
Benchmarking Analysis

Background

Undergrad at University of Illinois, Bachelor of Science, Engineering
University of Michigan, Masters in Business Administration

20+ years of industry experience.

In My Spare Time I Like...

When I'm not working, I enjoy being outside: golfing, running, boating, skiing, hiking with my two dogs, or mountain biking.

Articles by Scott Emering

Leveraging Auto Features to Increase 401(k) Plan Participation.

Setting up a retirement plan for your organization was no small task. You goal of creating a savings culture is measured by how many employees participate in your plan. Unfortunately just because you have provided the plan, that doesn’t mean your employees will just automatically participate in it. For your plan succeed so here are 4 tips you can use to help increase your plan participation. • Auto Enrollment • SECURE Act Tax Credits • Auto Increase • Company Match

The surprising benefits of inflation for 401(k) and Defined Benefit Participants.

While inflation may not be ideal news for consumers and economic growth in general, there are some benefits for savers – increasing retirement plan savings limits and interest rates. It’s a great time to evaluate whether you can contribute more to your Plan. Or, starting a plan to benefit from the tax-advantaged savings.

Is inflation Good or Bad for 401k and Defined Benefit Participants?

Headlines have been alerting us to worst surge in prices and inflation since February 1982. We'll discuss the consequences for your retirement plan.

401(k) Plan Design Review

The final year of your tri-cycle restatement period provides an opportunity to review and reassess 401(k) documents. It is an especially good time to look at these key features: • Employer Contributions • Automatic Features • Roth 401(k) • In-Service Distributions • Joint & Survivor Annuities

Why Consider CITs For Your Employees.

If it walks like a mutual fund and talks like a mutual fund, why should I consider CIT’s for my company’s retirement plan menu of investment options? Solid question. In this article we examine the similarities as well as points of distinction that a plan sponsor may consider when choosing between a Collective Investment Trust (CIT) and a mutual fund.

Is ROTH 401(k) right for you?

The concept of a ROTH 401(k) has been around now for almost 15 years. And while over 75% of plans adopted the ROTH 401(k) provisions, participants have been slow to […]