A Risk Management Approach to Retirement Consulting

We understand that a well-designed and managed retirement plan is critical to the sustainability of your organization and the financial well-being of your employees. At RCM&D, we apply our core competency of risk management to the personalized design and implementation of your organization's 401(k), 403(b), 457(b), Non-Qualified Deferred Compensation or pension plan.

We strive to have our client experience result in:

  • A customized approach to help mitigate fiduciary risk
  • Increased employee enrollment and financial well-being
  • Reduced costs and improved outcomes for participants
  • An improved plan sponsor experience through plan success management and reporting
  • More consistent compliance with DOL and IRS guideline

 

The average account balance of a 401(k) participant between the ages 30-49 is $64,700. Meanwhile, Americans are expected to spend $44,600 per year in retirement.

Register to Attend Upcoming Retirement Services Webinars

Our mission is to provide plan participants with education and resources to promote successful retirement outcomes and financial wellness. This includes providing access to ongoing webinars on a variety of topics from some of the most respected and innovative leaders in our industry. 

Register Now

View Upcoming Retirement Services Webinars

Your Company's Retirement Plan is Our Focus

Our advisors work only in commercial retirement plan consulting, which means we are dedicated solely to ensuring the success of your company's retirement plan. While we will meet with your plan participants to encourage retirement readiness planning, we are not private wealth managers and will never try to sell to your employees.

Beyond Investment Due Diligence

Investment due diligence is only a small piece of the industry picture. We put it all together to help you meet these responsibilities with ease. Through effective investment committee meetings, monitoring and analysis, sponsor and participant education and various measures of plan effectiveness, your team can feel confident in their ability to fulfill their fiduciary responsibilities.

Key Features of RCM&D's Retirement Plan Consulting

Retirement Brochure

It's Not About Us, It's About You.

To describe our business is to first describe yours. Our success is hinged on the superior outcomes your organization achieves.

 

broker checkInvestment advisory services offered through Global Retirement Partners, LLC., a registered investment advisor. Global Retirement Partners, LLC., and RCM&D are separate, non-affiliated entities.

Questions? We are here to help.

Our team of advisors are ready to answer your questions and discuss your risk management, insurance and employee benefits needs. Complete the form below and we will get back to you shortly.

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