Customized Plans Unique As Your Business
We believe there is no such thing as a one-size-fits-all retirement solution. As Partners, we customize a plan that’s unique to you and adapt it to your changing needs.
There’s a reason our clients refer us to their network. We never provide generic solutions. We’re independent fiduciaries. We take a holistic approach and give you one point of contact for all your needs. Most of all, we assign your company to a team of specialists that not only creates a Plan unique to your organization, but supports you through change, challenges and growth. Key to this is understanding your organization’s culture and mission. Because when your Plan reflects your company’s value, employees are more motivated, productive, engaged and invested. That’s why we partner with them, too—providing unsurpassed education and engagement to increase participation and satisfaction.
RSG’s Process and Approach
Helping your business, employees and executives plan for retirement is what we do. How we do it, makes RSG’s retirement plan consultants a partner you can trust.
Managing the complexities of a comprehensive retirement plan – which is both a business asset and an attractive employee benefit – requires the skill and knowledge of our dedicated team of professionals who are in your corner, operating as an extension of your team, with your best interest in mind.
Investing the Time to Get to Know You
You need a retirement plan that is customized for you and your employees. One that is designed with thoughtful data analysis, investment research, compliance to regulations, and a holistic look at your business. With RSG, a team of financial specialist work with you to design a custom solution that strengthens your business and builds financial wellness for you and your employees. It’s not about some pre-determined portfolio of investments; it’s about knowing what is right for you!
It all starts with a deep dive into your Plan, and that starts by understanding your organization. We believe in putting the work upfront, uncovering issues, analyzing plan design, establishing baseline information, analyzing investment options and approach, benchmarking fees, and using that information to create a retirement plan that is a win for the business and a win for the participants. Being well-informed puts us in a better place to help you see results right from the start. You can’t do that by analyzing one piece of the Plan, you must understand all aspects.
Setting the Foundation of Partnership
Setting up a plan oversight committee is one of the first ways our teams come together. We bring the right people to the table to sit alongside you and your leadership team, to share best practices, and effectively and efficiently guide you each step of the way. Creating this collaborative space brings accountability and ensures that you’re always in control of your Plan while allowing a single voice to guide the process. Any decisions about your retirement plan is discussed and agreed upon with the committee.
RSG partners with you, helping to explain the retirement benefits to your employees. We work directly with your employees, meeting with them in groups and individually, getting them on board, enrolled, and keeping them educated on how to build a long-term savings plan for retirement. This educational component of our work is where you really start to see a difference in plan participation and the overall financial strength of your company and your employees. They will value the benefit more and increased financial wellness leads to better, more loyal and more productive employees.
The process of assembling and guiding an oversight committee made up of client leadership and their dedicated RSG team ensures we stay in sync and on track with predictable meetings, defined deliverables, and ongoing analysis, while arming clients with data which combined, provides a sustainable approach to financial wellness.
Employee Financial Wellness is Part of the Plan
We have a retirement savings crisis in our country. We know that people save substantially more when they regularly contribute to an employer-sponsored retirement plan, but the industry is notoriously underserved. This sad truth has a direct impact on the retirement readiness of many Americans. Since day one, RSG has made employee education and engagement a critical part of how we partner with clients. From your top executives to your most junior employee, we educate all levels on how to take advantage of your Plan—leading to increased enrollment, and awareness of both the benefits of personal wealth building and their employer’s role in facilitating it.
RSG knows Retirement Plans require ongoing support. It isn’t just a service tacked onto your payroll services. It involves both long-term strategy and day-to-day updates as well as participant engagement. Because our team is made up entirely of specialists focused on retirement plans, we don’t force you through a phone tree and multiple layers of support to get the answers you need. You’ll have a team dedicated to your business–individuals you know, and who will support you personally and fully.