How we serve you
As members of RBC Wealth Management's Institutional Consulting Group, we pride ourselves on the reputation earned from providing comprehensive and competent corporate retirement plan services to clients throughout the country. Our focused experience has led to our recognition as a practice working with Plan Sponsors on ERISA and Non-ERISA governed retirement plans. Our team can help you understand and meet your fiduciary responsibilities, as well as help your plan participants invest for their financial future.
Plan Sponsors benefit from the experience gained as a result of our firm and team's versatility working with a wide array of retirement plan providers including: Recordkeepers, Third Party Administrators, and Investment Managers. As a firm which is not restricted to a small group of providers, we look to help clients forge relationships which may offer a more proper fit to meet their specific needs and objectives.
Our clear understanding of plan design issues and related cause and effect of certain stipulations, helps us align an organization's Retirement Plan Offering with its Benefit or Total Rewards strategic vision. A properly structured plan helps participants prepare for their retirement and we are glad to speak with them to reinforce the organization's benefit. Our educational programs are tailored to help participants understand the plan features and investment options so they can confidently accumulate and manage one of the single largest pools of wealth of their lifetime.