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What We Can Do For You

Managing your company’s 401k plan isn’t your only job.  We can save you time by taking on some of the retirement plan tasks and worries.

Creating and maintaining retirement plans to attract and retain the best talent for your company has never been more important.

Our team has the strength to make your employee offerings even stronger. 

Type of plans serviced include: 

TRADITIONAL 401(k)  •  SAFE HARBOR 401(k)  •  403(b)  •  PROFIT-SHARING

  CASH BALANCE PLANS  •  SIMPLE IRA PLANS 

Education, Education, Education

Education, Education, Education

Employees have many financial concerns on their minds besides their 401(k) plan.  We provide education on topics beyond the retirement plan, tailored to your employees needs. 

Our team provides in-person, virtual and recorded seminars to ensure your employees are provided the tools and support to help stay on track with their personal expenses, maximizing their savings and planning for retirement.  

CUSTOM PLAN DESIGN 

A properly designed retirement plan, tailored to the unique needs and objectives of your firm and your employees, provides confidence through the retirement journey. 

WHITE GLOVE  SERVICE 

 Enjoy the “R&R Service Experience”, a personalized, relationship-driven approach to not only meet, but exceed your expectations.

Fiduciary Formalization

As a Plan Sponsor, you have a fiduciary obligation to ensure participants' best interests at a reasonable fee, with risk of personal liability to restore participant losses if that standard is not met. To help, we offer:

  • Ongoing Fiduciary education
  • Assistance with Fiduciary File Checklist and Maintenance
  • Help with compliance oversight
  • Tailored investment line-up

Annual Plan Review

A retirement plan needs to be monitored to ensure the plan is operating properly and your participants are on track for retirement. We address the following items annually:

  • Deferral and Participation Rates
  • Investment Policy Statement Review
  • Investment Monitoring Reports

Participant Engagement

Your employees need to understand how to utilize the tools and features available to them so they feel confident about their retirement goals. We assist with:

  • Notice Preparation and Distribution
  • Participation Retirement Readiness Report
  • Group Employee Meeting w/Optional Individual Consultations

Provider Relationships

As your plan grows, we want to ensure your providers continue to meet your needs.

We advocate continuously for our clients by:

  • Benchmarking plans every 3 years to ensure fees are in line
  •  Completing Fee and Service Reviews
  •  Ensuring Provider Management and Oversight

Our Retirement Plan Specialists can provide an in-depth review of your current retirement plan and help correct some of the common issues:  corrective distributions, insufficient fidelity bond coverage, low participation, failure to transmit contributions and/or high fees imbedded within plan.

It never hurts to get a complimentary review of your plan, especially when it comes to something as scrutinized as the 401(k) industry and knowing the fiduciary liability your company takes on with your 401(k) plan.  We can help! 

*Advisor cannot provide product-specific investment to plan participants; only general asset allocation advice.

CONTACT a Retirement Plan Specialist BY email AT: RetirementServices@rrwma.com Or provide your information below:

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