Retirement Plan Consulting

RCM&D’s risk management approach to retirement plans aims to help protect plan fiduciaries and improve the retirement incomes of plan participants.  We partner with our Plan Sponsor clients to assist in the following areas: 

  • Fiduciary Advisory Services
  • Investment Advisory Services
  • Provider Analysis
  • Non-Qualified Advisory Services
  • Executive Financial Planning
  • Participant Education

RCM&D educates our Plan Sponsor clients on sound fiduciary practices and assists them with implementing the necessary processes and procedures toward ensuring our clients are following established best practices to manage their fiduciary liability in an ever-evolving regulatory environment.  Our team follows a disciplined approach to assist the plan sponsor in the provider and investment manager search, selection and monitoring process.  We can assist you in negotiating with vendors in an effort to ensure that fees are reasonable, transparent and properly communicated. 

RCM&D Retirement Services clients range in size and industry sector and each have their own unique needs, goals and challenges.  Our task is to help design and operate a successful retirement program that addresses those unique needs and goals as well as overcomes those challenges. 

We differentiate ourselves through our people, the relationships we build and how we are able to effectively deliver successful retirement plan solutions.  Our approach strives to improve participant outcomes and retirement readiness through a combination of clear communication, the deployment of effective planning tools and resources and creative value-added benefits that engage participants and promote positive retirement savings behaviors. 

 

Ready to continue the conversation? We’d like to. We are eager to discuss your risk and benefits management challenges, your organizational goals, and your appetite for new solutions based on your unique business needs.

 

 

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Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advisory services offered through Global Retirement Partners, LLC a registered investment advisor. Global Retirement Partners, LLC, RCM&D and LPL Financial are separate non-affiliated entities. Branch office located at: 555 Fairmount Avenue, Baltimore, MD 21286.  The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents in the flowing states and the District of Columbia:  AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY.