Many professionals can call themselves a financial advisor. As fiduciaries, we are legally and ethically bound to act in your best interests, not ours. It’s the highest standard of conduct in the financial services industry.
The fiduciary standard separates us from others in the financial advisory industry. When we recommend your Plan’s investments, we choose independently from a broad array of options, choosing what is best for your business goals and needs. Every decision we make, or recommendation we bring to the table is made with the best interests of your company, your employees, and the health of your plan in mind.
We act with full transparency and apply the highest standards of conduct in the financial industry, with zero conflicts of interest. That’s the fiduciary difference. And why we’ve held to that standard since RSG was formed in 2005.
Accountability of an Oversight Committee
The process of assembling and guiding an oversight committee made up of client leadership and a dedicated RSG team ensures we stay in sync and on track with predictable meetings, defined deliverables and ongoing analysis, while arming clients with data which combined, provides a sustainable approach to financial wellness.
Shared Fiduciary Responsibility
Our partnership as an independent retirement consultant allows us to be a co-fiduciary, sharing responsibility under a 3(21), 3(38) or 3(16) arrangement, and providing clients with a single view of their investments, administration, and compliance.
Peace of Mind
Managing the complexities of a comprehensive retirement plan which is both a business asset and an attractive employee benefit requires the skill and knowledge of our dedicated team of professionals who are in your corner, operating as an extension of your team, with your best interest in mind.