Your retirement plan services team

Discover what GEN Group can do for you.

Experience the benefits of working with Retirement Plan Specialists

How we help plan sponsors

Since 2004, corporate and non-profit plan sponsors have trusted GEN Group with their retirement plan needs because they value our dedication to safeguarding their organization and empowering their employees. Serving as fiduciaries to the plan, we bring deep experience in oversight and a commitment to innovative, high-impact plan design – helping organizations deliver strategies that protect their business and its employees. Just as importantly, we provide investment committees with ongoing education on best practices – helping empower leaders to make confident decisions that serve the long-term interest of their participants. As a client, you receive access to the greater RBC Wealth Management Institutional Retirement team, with the financial strength and resources to provide:

• ERISA 3(21) and 3(38) fiduciary oversight
• Strategic plan management and fiduciary support (annual education to committees)
• Investment selection and review
• Fee benchmarking, investment expense analysis, and negotiation
• Plan design consulting and implementation
• Enhancing HR and Benefits directive for recruitment and retention of employees
• Vendor management, search and selection
• M&A plan design consulting services
• Participant education, communications and one on one counseling

How we help participants

We believe financial wellness is the cornerstone of a thriving workforce. Our plan participant services are designed to empower employees to take confident steps toward shaping their financial future – creating clarity, security, and peace of mind. We understand the link between financial wellness and mental health - when people feel secure financially, they are more focused, resilient, and engaged. By fostering financial confidence, we help create stronger individuals and a better-equipped workforce for the businesses we serve. We help your employees by:

• Financial coaching and guidance 
• Financial education curriculum
• Retirement planning tools
• Communications with timely and relevant content

Does your organization need a plan review and analysis?

Most ERISA-governed retirement plan sponsor should review their plan health every 4 to 5 years, as an industry best practice. In many cases, independent reviews can highlight plan issues that may leave the organization exposed to risk and potential liability. Our reviews cover:

• Plan governance and documentation
• Plan fee structure and recommendations
• Plan investment line up, default options and performance
• Participant education and communications support

How GEN Group plan sponsor service can improve your plan

• Unbundle existing plan services to unlock fee reduction, lower fund expenses and provide more transparency to employees
• Enhance HR and benefit communication to employees to reflect financial wellness efforts on behalf of the organization
• Build custom employee education and individual consultations to drive improved participation and deferral rates
• Quarterly reports to document plan data, investment performance and fiduciary documentation

Find out how GEN Group can significantly improve your plan benefits by contacting us today.