RBC Retirement Plan Solutions

At Ford Group, we recognize the importance of selecting and designing the most appropriate retirement plan for you and your employees. Employers who provide a solid retirement plan are better positioned to recruit, retain and reward quality people needed to keep a business competitive.

As a full service brokerage firm with access to a wide variety of non-proprietary retirement products, RBC is positioned to implement a retirement plan solution that helps to meet your company’s needs and objectives.

The process:

Our experienced retirement consulting team assists in finding the right retirement solution for your company. These professionals know plan design options, service vendors, and the latest products. As a team, we work with you during each stage of the retirement plan process. We will:

  • Assist you in examining your company’s retirement plan needs, goals, and expectations. Research the retirement plan marketplace to find a retirement solution that is right for your company

  • Guide you through each step of the implementation process

  • Provide an on-going service process to help make sure your plan runs efficiently and effectively

Components of our service process include:

  • Assistance with a written investment policy statement

  • Assist with investment reviews

  • Analyzing asset allocation with you

  • Delivering on-going customized education

  • Advising individual employees on request

The Ford Group is a critical part of the service process providing employee investment education and service. We are your primary contact for taking advantage of the benefits provided by our wealth management process.


Retirement services consulting model

Disclosures

RBC Capital Markets, LLC, does not provide tax or legal advice. We will work with your independent tax/legal advisor(s) to help create a plan tailored to your specific needs.

© 2011 RBC Capital Markets, LLC. All rights reserved.

Andrew Foldenauer, NMLS # 1998360 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.