Services
Services
Wellness. Engagement. Protection.
To help you make the most of your retirement plan, we provide comprehensive consulting, service and support centered around protection, engagement and holistic plan wellness including:
- Accredited Investment Fiduciary team
- Fiduciary best practices through Pension Resource Institute and fi360
- Committee configuration, guidance and meeting management
- Quarterly investment committee reporting
- Committee charter and governing documents
- Responsible plan fiduciary education
- Fiduciary checklist
- Fiduciary vault
- HR plan management best practices and process
- Service Organization Control (SOC) reports
- Access to ERISA counsel
- Enrollment presentations, guidance and support
- Relevant group education (debt, college, Medicare, personal finance, investing...)
- 1:1 retirement plan advice
- Access to a Certified Financial Planner for more complex financial support
- Advanced planning resources and education
- Retirement gap analysis
- Market and economic education
- Risk tolerance tools
- Retirement transition planning
- Methods for setting and maintaining a budget
- Social security optimization
- Conflict free vendor partnerships
- Platform agnostic - we can work with anyone
- Independent benchmarking of full plan services
- Multi-vendor proposal generation and analysis
- Cost comparisons
- Plan design reviews
- Negotiated pricing with key partners
- Financial Wellness vendor oversight
- Conversion/plan establishment assistance
- Audit support and firm recommendations
- Service provider coordination, and non-discretionary assistance
- Plan administration and ERISA guidance
- ERISA 3(38) discretionary management
- ERISA 3(21) fiduciary services
- Formalized investment committee
- Professionally constructed, managed and monitored
- models and investment menus
- Platform flexibility with investment options
- ERISA 404(c) compliance
- Qualified Default Investment Alternative (QDIA)
- Investment reviews and performance reporting
- Stable Value and Target Date Fund analysis
- Investment Policy Statement
- Rebalancing
- Portfolio gap analysis
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
team@rwg-retirement.com | (949) 757-1799