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:
2025 Sales & Trustee Deck Master file
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:
2025 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 (versions in PowerPoint, RSG branded in Word, RSG Advisory branded in Word)
- 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:
- Q1 2025 Compliance Deadlines (Clients)
- 2025 Compliance Limits Announcement (Clients)
- Thanksgiving client referral request (Clients)
- Client Referral Request (Clients)
- Plan Check Up (Clients)
- Request a Meeting (Clients)
Share A Blog:
- How Can Our 401(k) Plan Help Us Attract and Retain Star Employees?
- Should You Add an Automatic Safe Harbor IRA to Your Plan?
- SECURE Act 2.0: What 401(k) Managers Need to Know for 2024Â
Archives:
Newsletters
Plan Leadership Insights Newsletter (March 2025)
Archives:Â
Plan Design and Administration Newsletter (Nov 2024)
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)
Webinars and Events
Retirement Planning for Small Businesses: CPE Seminar for Tax Professionals
Mark your calendar for an exclusive CPE event tailored for CPAs and Tax Professionals! Elevate your small business advisory skills at Retirement Planning for Small Businesses: CPE Seminar for Tax […]
Search Articles
I have a general question about retirement plan management or want to learn about a particular topic:
Recent Articles
Should You Consider Auto-Features for Your Retirement Plan?
Explore whether auto-enrollment and auto-escalation are right for your retirement plan. These features, now required for new plans under SECURE Act 2.0 starting in 2025, can significantly increase participation and savings rates. However, they may not suit all organizations. Careful evaluation, documentation and strategic planning can help you design the right retirement plan for your company.
401(k) Committee Changes and Tips to Help New Members
Learn how to manage 401(k) committee transitions with best practices for onboarding and knowledge sharing. Support your 401(k) committee’s growth and maintain plan success with these actionable tips for smooth leadership transitions.
What Does a 401(k) Committee Do?
Forming a strong 401(k) committee is crucial for managing a compliant, cost-effective, and employee-focused retirement plan.
Key tasks include monitoring fees, benchmarking plans against industry standards, and motivating participation through auto-enrollment, auto-escalation, and tailored communication. Partnering with professional advisors enhances plan management, documentation, and legal compliance.
Shareable Videos
Please note that these videos are a complete archive of all RSG recordings–dates are indicated in the file name, when appropriate.
