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Qualified Retirement Plan Services

A quality retirement plan is one of the most sought-after employment benefits. Helping your employees save for retirement demonstrates your care for their long-term financial well-being, but how do you know if your plan meets the mark? Whether you are starting from scratch or need to evaluate an existing plan, our advisors have decades of experience developing and monitoring corporate retirement plans to meet unique business objectives.

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We provide you with:

Hiring Advantage
In today’s labor market, it is more important than ever to provide robust benefits, including a retirement plan, to help attract and retain talent. We’ll make sure your plan is competitive and focused on maximizing your employees’ financial well-being beyond the paycheck.

Peace of Mind
There are a lot of complexities involved in running a successful business. Managing your retirement plan shouldn’t be one of them. Let our experienced advisors set up and monitor your retirement plan, help you fulfill fiduciary duties and implement best practices so you can focus on the bigger picture of your business.

Support & Education
As your investment fiduciary, we continuously monitor plan investments and conduct annual plan reviews with your team to make sure everything is on track and optimized. We also educate and train plan sponsors and participants around investment options, saving strategies and fiduciary responsibilities.

The RKL Approach to Qualified Retirement Plan Services:

CUSTOMIZED PLAN DEVELOPMENT: Your business is unique and your retirement plan should be, too. Rather than apply a template plan design, we invest the time to understand your business objectives and develop a plan to support them. This customized approach allows us to serve the retirement plan needs of organizations ranging from startups to corporations.
COMPETITIVE FEE STRUCTURE: You’ll never pay a commission to work with us. As a fee-based advisor, we’re able to provide unbiased advice, charge a set fee rate and protect your interests as plan fiduciary according to federal law. Plan benchmarking of services and cost keep your fee structure competitive and your plan in line with similarly sized organizations.
ACTIVE INVESTMENT MANAGEMENT: Some providers only offer a financial advisor; at RKL, our in-house investment team plays an active role in designing and monitoring your plan. We work with plan sponsors to develop investment offerings and a menu of options to meet your employees’ needs and risk tolerance. Behind the scenes, we’re monitoring investment performance and routinely conducting compliance reviews.

Our advisors have decades of experience developing and monitoring corporate retirement plans to meet unique business objectives.

Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.

Does your retirement plan meet the mark? Let's find out.

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