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
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
Traditional 401(k) vs Roth 401(k)
Understanding Your Social Security Benefits (CC, CU, JG, KD, ES) (editable presentation slides)
Branding + Announcements
2024 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.
Email Templates
For Partners:
- Partnership – CPAs and Tax Advisors:Â one-pager and email
- Center of Influence Meeting Request (COI)
For Prospects:
For Clients:
- Client Referral Request (Clients)
- Plan Check Up (Clients)
- Request a Meeting (Clients)
- Q2 Compliance Deadlines (Clients)
- Q3 Compliance Deadlines (Clients)
Share A Blog:
Search Articles
I have a general question about retirement plan management or want to learn about a particular topic:
Recent Articles
Shareable Videos
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