Retirement Benefits Group has the experience and industry insight to tailor investment programs to our clients’ specific needs.

We are specialists in evaluating and constructing custom portfolios and are focused on helping to grow and protect wealth. We provide our clients with an identifiable and defensible process that is built on industry best practices, policies, and procedures. Our goal is to offer access to investments that help our plan participants reach their ultimate goal of preparing for a stable retirement.

​These are just a few criteria that truly set us apart:

  • A seasoned investment research team with over 30 Chartered Financial Analysts
  • Due diligence and company meetings including onsite reviews with over 1,200 financial firms
  • Proprietary monitoring system designed specifically for the defined contribution industry
  • Specialists in evaluating mutual funds, ETFs, collective trusts and separate accounts
  • Portfolio composition designed with the plan participants needs and capabilities in mind
  • 3(21) fiduciary services
  • Custom Model Portfolios
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Retirement Benefits Group™, a Registered Investment Advisor and separate entity from LPL Financial. Financial Advisors are also registered representatives with, and securities are offered through LPL Financial, Member FINRA/SIPC. Retirement Benefits Group is a registered trademark of Retirement Benefits Group, LLC. All rights reserved.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI