Our firm name says a lot.  Retirement plans are not a sideline business for us.  Our core is helping employers and employees to achieve greater retirement plan success.

Much of our business has been built through referral.  We are in our 21st year and serve clients in sectors ranging from manufacturing to technology and from healthcare to private equity.  The plans we serve have thousands of participants and hundreds of millions of dollars of assets.  Retirement Resources can positively impact your organization as well.

Our mission: Retirement Resources helps employees achieve greater retirement security, while helping employers manage workload, costs and fiduciary liability.

What does Retirement Resources bring to the table?

• 50 years of specialized investment, retirement plans and employee communications experience.  We are trained as Accredited Investment Fiduciaries and one of us is a CFA
• National recognition for the quality of our work -- articles, awards & speaking engagements
• The independence to" tell it the way it is".  We have no proprietary funds to push.
•  "Insider" perspective to help you get the most out of your vendor relationships
• Willingness to sign on as a named fiduciary in your plan
• The knowledge to help keep your plan in compliance
• The experience to fine tune your plan's design to optimize results
• Investment expertise to help you assemble and maintain the right menu for your plan
• Competence that will make you comfortable delegating responsibility to us
• Ability to think-outside-the-box
• Great problem solving skills
• The ability to work with your existing providers or to help you evaluate options
• The ability to give you as much or as little as you need --  soup-to-nuts -- or a la carte.  Available services include:
  • Investment Policy Statement review
  • Investment Process review
  • Independent investment review
  • Fiduciary services
  • Attend review meetings as your advocate
  • Provider benchmarking
  • Provider searches
  • Plan design review
  • Operational review
  • Fiduciary education
  • Employee education
  • Communications campaigns
  • Help with special situations

We can tailor a service agreement to meet your needs and budget.  In many cases, our services may be able to be paid from an "ERISA budget" funded by your plan's investment providers.

Who's on your side of the table now?

• Do you have an independent advisor?
• If so, were they deliberately selected for their expertise?
  • Are they an investment expert?
  • Are they a fiduciary and compliance expert?
  • Are they an employee communications expert?
• Do they acknowledge fiduciary status, in writing?
• How comfortable are you that your plan has no loose ends?
• Vendors can make great partners, but their interests don't
  necessarily align with yours. 
• If you don't have a competent advisor;
  • Who's covering your back?
  • Who's asking the tough questions?
  • Who's making sure your fiduciary duties are being fulfilled?
    • Who's a fiduciary?  All plan-level decision makers are fiduciaries.
    • What are a fiduciary's duties?  Fiduciaries must fulfill two duties:
      • Duty of Loyalty
      • Duty of Care
        

Curious? If you're curious about these fiduciary duties, curious about Retirement Resources or if you are considering provider options, we invite your call.  We have a lot of strengths, but we are not sales guys, so you need have no fears about getting hounded if you contact us. 

Our goal from a first meeting would be to share some useful information, make a positive impression and hopefully be invited back to submit a proposal for services.

Please call Jim Phillips or Patrick McGinn at (800) 846-3276 or contact us by e-mail:

Jim@ret-res.com or Patrick@ret-res.com