GEN Group - plan sponsor services

At GEN Group, we have specialized in advising corporate and not for profit retirement plans since 2004. Our focus on support for plan sponsors delivers independent, transparent and timely advice to executives and committees. As a member of RBC Wealth Management’s institutional retirement team, we have the financial strength and resources to provide:

  • ERISA 3(21) and 3(38) fiduciary support
  • Assistance in plan design and provisions
  • Investment monitoring
  • Fee benchmarking and investment fund expense analysis
  • Enhancing HR and Benefits directive for recruitment and retention of employees
  • Assistance with plan governance and fiduciary support (annual education to committees)
  • Assist and monitor recordkeeping and administrative services • RFP issuance and analysis
  • Participant education, communications and one on one counseling

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 fiduciary 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 fiduciary 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.

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Senior Vice President - Financial Advisor


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First Vice President - Financial Advisor


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Registered Client Associate