Plan Resource Group

2020 Top DC Advisor Team

The Plan Resource Group is proud to be named as one of the Top Defined Contribution Advisor teams by the National Association of Plan Advisors. 

Clarity and guidance for retirement plans

Serving as advisor to group retirement plans including 401(k), 403(b), defined-benefit pension plans and deferred compensation plans.

As we represent no proprietary record keeping or retirement plan investment products, our recommendations are rooted in the best interest of your participants. We can serve as the advisor to your plan regardless of what record keeper is being utilized.

RBC and your retirement plan

Assisting your employees towards a path to a dignified retirement

Businesses and nonprofit groups that sponsor retirement plans for employees face a number of tasks. Monitoring plan investments and ensuring a fair and reasonable fee structure can sometimes be difficult. At the Plan Resource Group, we help plan sponsors consistently address these issues while never losing sight of the purpose of retirement plans: to help your employees enjoy a dignified retirement.

When designed and managed well, an employer-sponsored plan should be a tool to attract and retain employees. Our process-driven solutions help protect an employer's liability, while improving the overall experience of participants. If you would like to learn more about how we can help you create an employer-sponsored plan that's right for you and your employees, contact us today

Our approach: independent and tailored guidance

The landscape of the retirement plan industry is constantly changing. Legislative and regulatory developments along with industry consolidation require plan sponsors to maintain an awareness of these changes—when you may have little time to do so. Our team works to assist plan sponsors with adjusting their plans to keep up with evolving plan design, fee structure, investments and financial wellness programs. Learn more.