Retirement Solution Group, LLC

is an independent Retirement Plan Consulting Firm focused on providing high service and focused knowledge for trustees, companies and participants. Our headquarters are located in Chicago, IL one block off the world financial center that is the Chicago “Loop”.

We have the Solution. What is Your Question?

Below are 7 of the reasons why clients call us for assistance. If any of these are applicable to you, please give us the opportunity to show how we can help you, your business and your employees:

1. Are business owners and key employees maximizing their tax deduction?
    
2. Are discrimination testing and annual refunds an issue?

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3. Are there regularly scheduled enrollment and educational meetings to help satisfy Rule 404C?
    
4. Have you seen your Broker/Plan Advisor in the past 12 months?
    
5. Is someone helping you with your Fiduciary liability (if you are the business owner and/or Trustee, you are liable for the plan)? For example:
    
   1. Do you have an Investment Policy Statement?
   2. Do you have a Due Diligence File?
   3. Are Trustee and educational meetings being documented?
   4. Do you have a Service Agreement in place and does that agreement offer full Fee Disclosure?
    
6. As an individual do you have a retirement plan which is aimed to help you and your family achieve your financial and lifestyle goals?
7. Do you get independent and helpful advice, or are products pushed at you?

A Word from Steve Scott, Managing Partner:

If you are new to RSG and would like to test the waters, us or call with an issue or question you are facing. We would be happy to get you a technically correct and practically applicable answer in a matter of days.

Mission:

While for most Firms, retirement plans are a means to assets under management and personal accounts, we are truly a specialty firm. Over 90% of our firm's revenue comes from the qualified plan arena. This IS our core business. Knowledge + Service + Commitment = RSG. This equation will help people meet their retirement plan goals.

Why Be a Qualified Plan Specialist?

While it is true that there are many areas within financial services where “generalists” reign supreme, the qualified plan world is not one of those. Due to ERISA restrictions, DOL governance, IRS rules, Prudent Man standards, and many other restrictions and opportunities, the retirement plan industry is one where we feel clients benefit greatly from the niche expertise that we are able to offer. This highly governed and highly specialized business requires customized solutions that maximize the benefits for participants, companies and the trustees who oversee them.

Why Be Independent?

We are not product pushers. Period. Our approach is to find out what questions, issues, problems and goals you, your firm and your plan has. We then work to meet those standards with whatever tools best address your needs. Are you trying to get an increased tax deduction? Are you trying to increase participation? Does your plan cost too much? Is your plan not being serviced enough? There is rarely just one answer, but there is always one right answer. So before we tell you that Product A is great because it is cheap... or Product B is fantastic because it has a great service model... or Plan C allows us to maximize the key employee tax deductions... we first want to assess your goal.

To tell us what you want, call me directly at 866-352-7731 x21 or e-mail me at steve@retirementsolutiongroup.com. Enjoy the rest of the site and I look forward to working with you soon.

Best Wishes,

Steve Scott, Managing Partner
Retirement Solution Group, LLC