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Is it time to review your retirement plan?

Complete advisor survey below to receive your free book.

For many of your employees, an employer-sponsored retirement plan may be their only source of retirement savings, and they are relying on you to make suitable/appropriate decisions regarding their retirement Plan. Therefore, it is prudent to review the fees, features and service level your plan offers versus those of other providers. Here are a few reasons for you to review your plan with a no-obligation analysis offered by RMG Financial Group to be sure you have:

  • Competitive fees and charges
  • Fiduciary responsibilities that are being met
  • Plan design that matches your organizations needs
  • Investment options performing to their benchmarks
  • Sound participant education program

The investment of your time will return dividends to you in the analysis we provide. We tailor our services to meet your unique needs and help your company save valuable resources. Our services include:

  • Complete assessment of your current plan relative to the needs of your organization
  • Assistance in monitoring your plan’s investment portfolio
  • Plan design strategies that meet your company’s needs
  • Investment information for participants
  • Participant education program

Please review the survey below. Rate your current retirement plan advisor. Are you “very satisfied” with the level of service you are receiving? As your retirement plan consultant, I will ensure that your interests and those of your plan participants receive the attention they deserve. I look forward to providing you with your plan analysis and showing you why RMG Financial Group should be your advisor of choice.

Question←Dissatisfied   Very Satisfied→
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    1. Overall, how satisfied are you with your advisor?
    How satisfied are you with the following services:
    2. Reviewing performance of your plan’s investment options
    3. Understanding your company’s changing needs
    4. Analyzing and offering strategies for improving overall plan performance
    5. Analyzing and offering strategies for improving:
    a. Participation rates
    b. Deferral percentages
    c. Investment allocations
    6. Conducting proactive check-ins with you
    7. Providing updates on retirement or 401(k) plan related topics
    8. Providing updates on industry or legislative news
    9. Helping you understand your fiduciary responsibilities
    10. Helping you understand your administrative responsibilities
    11. Offering day-to-day support(ie. advisor’s responsiveness)
    12. Answering your questions about the plan and troubleshooting
    13. Developing employee education and communications
    14. Providing information on enrollment and investment options
    15. Educating employees on general investing principles
    16. Assisting employees with retirement planning
    From questions 2-16 above, please choose the three services that are most important to you.
    17. Overall, how satisfied are you that your plan is achieving its objectives for your company?
    18. Would you recommend this advisor to someone
    looking for help servicing a 401(k) Plan? (1=No; 7=Yes, with no reservations)
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    Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investment and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.