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
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
SECURE 2.0 Update: Looking Ahead
The SECURE 2.0 Act introduces several important changes affecting 401(k) plans, starting in 2025. Plan sponsors should prepare for these updates to ensure compliance and optimize their retirement plans.
7 Questions to Help Optimize Your 401(k) Plan
Let’s explore some of the critical elements of workplace retirement plans.
Exploring In-Plan Retirement Income Solutions
To help prevent potential retirement delays, consider retirement income solutions to boost participants’ confidence in their future financial security.
Shareable Videos
