Retirement Services
Planning for tomorrow. Living for today.
Is your retirement plan working for you and your employees?
A healthy retirement plan should be simple to manage, provide a prudent and effective investment approach, and focus on employee participation. In addition, a well-built retirement plan should operate in an efficient and transparent fee environment to help you meet your fiduciary responsibilities.
Working With Resource Consulting Group
Since 1988, we’ve taken a disciplined approach to help you and your employees meet long-term goals. Our client-centered retirement services will address your company’s unique retirement plan needs, including:
#1
Simplicity
We know you want to focus on running your company, not your retirement plan. As your retirement plan team leader, Resource Consulting Group has solutions to simplify plan management for you and your staff.
#2
Plan Wellness
A healthy retirement plan focuses on increasing employee participation and motivating participants to adequately fund their accounts to help ensure income replacement at retirement.
#3
Fiduciary Assurance
Resource Consulting Group can serve as your plan’s ERISA section 3(38) Investment Fiduciary allowing plan sponsors to reduce their fiduciary liability by delegating investment selection and monitoring to Resource Consulting Group. We are one of the first firms in the State of Florida to hold the CEFEX certification for fiduciary excellence.
#4
Investment Strategies
Resource Consulting Group’s custom investment portfolios combine practical investing strategies with solid academic research. Investment portfolios help ensure participant diversification and simplify the participant’s investment experience.
#5
Transparency of Fees
As a fee-only investment advisory firm, we do not accept revenue-sharing from outside sources, which avoids potential conflicts of interest.
#6
Broad Resources
Our clients have access to the entire Wealth Management Team which includes CPAs, MBAs, CFP®s, and two attorneys.
Have a plan for your portfolio.
To schedule a consultation with one of our financial advisors, call us at 407-422-0252 or 800-448-0252. You can also fill out this form and someone from our team will contact you shortly.
Your Ideal Life
Information
Contact
Phone: 407-422-0252
Fax: 407-649-8795
301 East Pine Street
Suite 600
PO Box 4930
Orlando, FL 32802‑4930