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
Branding + Announcements
2024 RSG Advisory Awards and Honors announcement  (online article) (download) (NAPA logo) (PlanAdviser logo)
Branding:
RSG Branding Identity Guide Addendum (April 2024)
Email Templates
For Prospects:
- Confidence in Crisis (Prospects)Â
- Total Rewards (Prospects)Â
- 401(k) Strategies (Prospects)
- Secure 2.0 Updates (Prospects)
- New Year/ New Plan Design (Prospects)
- Strengthen Your 401(k) Offering (Prospects)
- Center of Influence Meeting Request (COI)
For Clients:
- Client Referral Request (Clients)
- Plan Check Up (Clients)
- Request a Meeting (Clients)
- Q2 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
RSG Plain Talk Secure Act 2.0
Importance of a Plan Oversight Committee
What if I leave my job? What happens to my 401(k)?
Fiduciary Soup
Time Saving Tips to Prepare Data
Understanding Retirement Plan Deadlines
RSG Partner Spotlight Kraig Mickelsen Steve Scott clip
RSG webinar Maximizing Tax Strategies for your Retirement
RSG webinar: Your Past, Present and Future to Financial Wellness
RSG webinar: Financial Fitness - A Decade by Decade Breakdown
RSG webinar: How to Manage Income and Distribution During Retirement
Financial Literacy for Young Adults
RSG webinar Focus on Financial Wellness in 2022 May 2022
8,000 Days: Planning for four stages of retirement.
RSG Advisory Investment Update 2024 Market Outlook
RSG Advisory's 2023 Mid-Year Market Update
RSG Advisory 2023 Market Outlook
RSG Advisory Investment Update–Mid Year 2022 Outlook & Strategy
RSG 2022 Market Outlook
401k and retirement plan halftime report July 2021
Coronavirus Market Update Meeting V2
Market Update March 2020
2021 Retirement Readiness Seminar: IUOE Local 399
Retirement Solution Group Introduction
RSG Happy New Year 2023
RSG 2023 Happy New Year
RSG Happy New Year 2022!
RSG Happy New Year 2021
Steve Scott and RSG honored to be named to 2020 Financial Times 401 Top Retirement Advisers
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