In the world of retirement plans, change is constant. It is critical that the legal, compliance and design aspects of a plan are current.

In these times of change, it is important to have a firm that understands the design and operational features of your company’s plan. As a partner of RBG, your retirement plan advisor will take the time to get to know your company and employees, providing assistance with designing a plan that fits their specific needs. We can help you work with your plans service providers to focus on:

  • Increased employee deferral limits and employee tax credit incentives
  • Online participant access for account balance inquiry and changes
  • Key personnel Internet access to plan and participant data
  • Paperless enrollment
  • Electronic transmittal of payroll, loan and distribution transactions
  • Automatic enrollment/negative election
  • Optimum frequency and educational content of employee communications
  • Assistance with 404(c) investment guidelines and requirements
  • Conversion/transition process
  • The relationship between loan incidence and plan participation
  • Tiered and Age-Weighted discretionary contribution formulas
  • Controlled Group plan set-up and design alternatives
  • Management of the conversion/transition process
  • Complying with 408(b)(2) fee disclosure
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