Corporate retirement plan services

We provide comprehensive corporate retirement plan services for plan sponsors and participants. If you are a plan sponsor, we can help you fulfill your fiduciary responsibilities, as well as help your plan participants invest for their financial future.

Plan sponsors benefit from the experience and versatility of a team working with a wide array of retirement plans ranging from plans with few participants to larger plans with thousands of participants. We assist plan sponsors in designing the plan, understanding their obligations, and selecting and monitoring RBC investments.

Participants benefit from the experience of a team working with individual investor needs on a daily basis. 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.