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RSG | Retirement Solution Group

RSG | Retirement Solution Group

Marketing Resources

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?

‎‧₊˚✧QUICK LINKS✧˚₊‧. RSG 2024 - New Marketing Content

Laws and Legislation

RSG Secure Act Key Provisions (Plan Sponsor/Plan Participant)

RSG SECURE Act 2.0 Guide (Summary)

RSG SECURE Act 2.0 Employer Guide (Multi-Year Rollout)

GRP SECURE Act 2.0 10 Things You Need to Know

Secure 2.0 Updates (email template)

isolved PEP

isolved Partner Network Resources page
isolved 401(k) Resources page

isolved and RSG Advisory: The Power of Partnership

Enrollment Meeting Presentation

Customer Support Contacts

Account Access Guide (English)

Account Access Guide (Spanish)

Compliance Materials

2025 Compliance Calendar

2025 Contribution Limits for Retirement Plans

RSG 401k Plan Audit Checklist

RSG Understanding Compensation FAQs

RSG Client Portal FAQs

Understanding Your Plan Restatements FAQs

 

Archive: 

RSG Advisory 4Q 2023 Investment Update (PDF, editable slides)

2024 Contribution Limits for Retirement Plans

RSG 2024 Compliance Calendar

Participant Materials

RM Contact Sheets (CC, CU, ES, KD, SS, SE)

RSG Transamerica Account Access Instructions (RSG, CC, CU, JH, KD, ES, JG, LG)

RSG Transamerica Account Access Instructions-Spanish (RSG, ES, JG)

RSG ADP Access Instruction Sheet (Vygon)

RSG Vanguard Access Instructions Sheet

Financial Wellness

Super Catch-Up Contributions

Complete Financial Checklist

What is Financial Health?

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

Pre-Tax vs Roth Contributions

Understanding Your Social Security Benefits (CC, CU, JG, KD, ES) (editable presentation slides)

Claim Social Security at 70? (Download)

Plan Sponsor Guides

RSG Advisory Services Overview

Playbook for Company Leadership

Guide to Crafting an Effective and Competitive 401(k) Plan

401(k) Plan Design for an Age Diverse Workforce

Branding + Masters

PowerPoint Master files:

2025 Sales & Trustee Deck Master file

2024 Master Participant Presentation:  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:  Grey, White
  • RSG Advisory Logo:  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:

  • Disaster Relief Guide and email

For Partners:

  • Partnership – CPAs and Tax Advisors:  one-pager and email
  • Center of Influence Meeting Request (COI)

For Prospects:

    • End of Year Review (Prospects)
    • Confidence in Crisis (Prospects) 
    • Total Rewards (Prospects) 
    • 401(k) Strategies (Prospects)
    • Secure 2.0 Updates (Prospects)
    • New Year/ New Plan Design (Prospects)
    • Strengthen Your 401(k) Offering (Prospects)
    • 401(k) plan strategy 2024 & 2025 (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 2024 

Archives:

  • Q2 Compliance Deadlines (Clients)
  • Q3 Compliance Deadlines (Clients)
  • Q4 Compliance Deadlines (Clients)

Newsletters

Employee Benefits Trends Newsletter (June 2025)

 

Archives: 

Plan Leadership Insights Newsletter (March 2025)

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)

Secure Act 2.0 Newsletter (May 2023)

RSG October 2022 Newsletter

RSG June 2022 Newsletter

RSG November 2021 Newsletter

RSG October 2021 Newsletter

RSG August 2021 Newsletter

Webinars and Events

See All Events

Search Articles

I have a general question about retirement plan management or want to learn about a particular topic:

Recent Articles

Boost employee engagement and retention with benefits that meet the diverse needs of today’s multigenerational workforce. From mental health support for Gen Z to retirement planning for Baby Boomers, a personalized and strategic benefits program helps employees feel valued and motivated. By aligning benefits with your team’s priorities and offering financial, health, and whole-person support, you can create a thriving, loyal workforce. Discover how thoughtful employee benefits can drive long-term business success.

Employee Benefits to Help Motivate Your Workforce

Boost employee engagement and retention with benefits that meet the diverse needs of today’s multigenerational workforce. From mental health support for Gen Z to retirement planning for Baby Boomers, a personalized and strategic benefits program helps employees feel valued and motivated. By aligning benefits with your team’s priorities and offering financial, health, and whole-person support, you can create a thriving, loyal workforce. Discover how thoughtful employee benefits can drive long-term business success.

Read more
Leadership plays a critical role in benchmarking retirement and health insurance benefits to stay competitive, compliant, and cost-effective. Learn how benchmarking helps employers align with industry standards, fulfill fiduciary responsibilities under ERISA, and improve employee satisfaction. By regularly reviewing benefit plans and comparing them with peers, companies can reduce costs, improve plan quality, and attract and retain top talent. The article also outlines practical steps leaders can take to begin the benchmarking process effectively.

Leadership’s Role in Benchmarking Retirement and Health Insurance Benefits

Leadership plays a critical role in benchmarking retirement and health insurance benefits to stay competitive, compliant, and cost-effective. Learn how benchmarking helps employers align with industry standards, fulfill fiduciary responsibilities under ERISA, and improve employee satisfaction. By regularly reviewing benefit plans and comparing them with peers, companies can reduce costs, improve plan quality, and attract and retain top talent. The article also outlines practical steps leaders can take to begin the benchmarking process effectively.

Read more
7 practical tips to help employees stay focused on long-term retirement saving highlights the importance of early saving, using peak earning years, understanding compound interest, staying calm during market volatility, and maximizing contributions. Employers are encouraged to use regular communication and targeted education to boost participation and improve retirement outcomes.

7 Tips to Help Participants with Long-Term Saving

7 practical tips to help employees stay focused on long-term retirement saving highlights the importance of early saving, using peak earning years, understanding compound interest, staying calm during market volatility, and maximizing contributions. Employers are encouraged to use regular communication and targeted education to boost participation and improve retirement outcomes.

Read more

Shareable Videos

Please note that these videos are a complete archive of all RSG recordings–dates are indicated in the file name, when appropriate.

  • Educational Shorts
  • Webinars
  • Market Outlooks and Updates
  • Who We Are

Educational Shorts

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Tariffs Explained What You NEED to Know
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Committee Best Practices video
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Importance of a Plan Oversight Committee
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RSG Plain Talk Secure Act 2.0
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What if I leave my job? What happens to my 401(k)?
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Fiduciary Soup
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Time Saving Tips to Prepare Data
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Understanding Retirement Plan Deadlines
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RSG Partner Spotlight Kraig Mickelsen Steve Scott clip
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Webinars

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RSG How much do I need to retire? Understanding your retirement goal amount.
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RSG Let's talk about Tariffs
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RSG Financial Wellness Webinar Beyond the 401k Saving Strategies
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RSG Financial Wellness webinar Strategic Wealth Management
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RSG webinar Maximizing Tax Strategies for your Retirement
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RSG webinar: Your Past, Present and Future to Financial Wellness
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RSG webinar: Financial Fitness - A Decade by Decade Breakdown
play
RSG webinar: How to Manage Income and Distribution During Retirement
play
Financial Literacy for Young Adults
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RSG webinar Focus on Financial Wellness in 2022 May 2022
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8,000 Days: Planning for four stages of retirement.
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Market Outlooks and Updates

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RSG Advisory 2025 Market Outlook
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RSG Advisory's 2024 Mid Year Market Update
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RSG Advisory Investment Update 2024 Market Outlook
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RSG Advisory 2023 Market Outlook
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RSG Advisory Investment Update–Mid Year 2022 Outlook & Strategy
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RSG 2022 Market Outlook
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401k and retirement plan halftime report July 2021
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Coronavirus Market Update Meeting V2
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Market Update March 2020
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2021 Retirement Readiness Seminar: IUOE Local 399
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Who We Are

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Retirement Solution Group Introduction
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RSG Happy New Year 2024
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RSG Happy New Year 2023
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RSG 2023 Happy New Year
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RSG Happy New Year 2022!
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RSG Happy New Year 2021
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Steve Scott and RSG honored to be named to 2020 Financial Times 401 Top Retirement Advisers
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What's In The Box?
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  • Webinars and Events
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