- Is your retirement plan working for you and your employees?
- Do you fully understand your fiduciary responsibilities?
- Simplicity – We know you want to focus on running your company, not your retirement plan. As your retirement plan team leader, Resource Consulting Group has solutions to simplify plan management for you and your staff.
- Plan Wellness – A healthy retirement plan focuses on increasing employee participation and motivating participants to adequately fund their accounts to ensure income replacement at retirement.
- Fiduciary Assurance – Resource Consulting Group can serve as your plan’s ERISA section 3(38) Investment Fiduciary allowing plan sponsors to reduce their fiduciary liability by delegating investment selection and monitoring to Resource Consulting Group. We are the first firm in the State of Florida to hold the CEFEX certification for fiduciary excellence.
- Investment Strategies – Resource Consulting Group’s custom investment portfolios combine practical investing strategies with solid academic research. Investment portfolios ensure participant diversification and simplify the participant’s investment experience.
- Transparency of Fees – As a “fee only” investment advisory firm, we do not accept revenue sharing from outside sources which avoids potential conflicts of interest.
- Broad Resources – Our clients have access to the expertise of our entire Wealth Management Team which includes CPA’s, MBA’s, CFP’s, a CFA and an attorney.
For more information contact Resource Consulting Group