Retirement consulting and advisory services

Is your plan’s fee structure fair and reasonable?

We help you assess your plan’s fees for competitiveness and reasonableness, reviewing investment expenses, record keeping and administration fees, as well as ensuring there are no hidden costs in your plan. Our team utilizes a third-party, independent service that provides a benchmarking of your plan against plans similar to yours. The result can be a better understanding of value being delivered to you and your participants and the associated costs of these services. We invite you to view our sample benchmarking report.

Improve your 401(k) plan without moving providers

As a business owner, CFO or HR Director, you may wear a lot of different hats and your time can be stretched. If you are not satisfied with your company’s 401(k) plan, our team can assist with a variety of measures to pursue before going through the time and hassle of converting to a new provider. We invite you to learn more about how we can help you improve your 401(k) plan.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet our group

Learn more about Plan Resource Group