DECISION MAKER SERVICES
DECISION MAKER SERVICES
RIVERSIDE RETIREMENT ADVISORS
We work with a long list of decision makers for retirement plans: Owners, Presidents, CFOs, CEOs, Heads of HR, office managers, etc.
- RIVERSIDE DECISION MAKER SERVICES
CONSULTING ON PLAN DESIGN
- Are there compliance testing issues with your plan?
- Does your plan have low enrollment or low employee engagement?
- Are you looking for creative tax-deferral strategies?
- Unsure if your current recordkeeping platform needs some modernization?
- We've helped clients turn their retirement plan into a powerful benefit for their employees.
- RIVERSIDE DECISION MAKER SERVICES
ASSUMPTION OF 3(21) & 3(38) FIDUCIARY COVERAGE
- As a Plan Fiduciary, you bear the responsibility for selecting and monitoring the investments in your plan.
- Assuming you don't want this responsibility (we have yet to find a client who does!), you can transfer the burden to us.
- RIVERSIDE DECISION MAKER SERVICES
SECOND OPINIONS & FEE BENCHMARKING
- Are you curious to see what we would do differently from your current advisor?
- Are you unsure if you're paying reasonable fees for your retirement plan?
- We can independently benchmark your current services and fees.
- We can't always do better...sometimes you're in good hands with your current advisor.
- The good news is we don't charge for our opinion, so why not ask?
- RIVERSIDE DECISION MAKER SERVICES
FORMALIZING PROCESSES
&SAVING YOU TIME
- You should be able to articulate the value your advisor is adding.
- Is there a formal client service calendar in place? Is your advisor independently scoring and reporting the Plan's investments?
- What happens when an employee is hired or fired?
- We lay out a clear client service model for each of our clients based on their unique needs.
- RIVERSIDE DECISION MAKER SERVICES
EMPLOYEE ENGAGEMENT
- Let us tailor a service plan based on the unique needs of your employees that can include everything from education and enrollment assistance to comprehensive financial planning.
CONTACT US TODAY
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