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Click below for our article "Optimizing Your 401(k) Plan" to learn ways to better fulfill your ERISA duties of Loyalty and Care.

Click below for a case study or how a fresh approach can boost a plan's success.

Click below for the Press Release announcing PSCA Signature Award results.

Why work with Retirement Resources?  We've helped a wide variety of employers to achieve significant improvements in the success of their plans:

• Higher participation, higher deferrals, improved asset allocations and higher employee satisfaction. 
• While improving the plans' success metrics, we have a good record of achieving significant cost savings for employers and plan participants.
• We follow a prudent process and other fiduciary best practices, to protect your plan decision makers.
• Your plan will be supported by seasoned, senior-level, easily accessible individuals with many years of experience in investments and retirement plans.

Improved success, reduced costs, lower risk and seasoned support -- all good reasons to work with Retirement Resources.

Different results require a different approach.  Moving from one conventional approach to another is unlikely to give you a real breakthrough in results.  We can help you to build a better "mousetrap" and then to successfully showcase it to your employees.  Getting them excited about your plan involves both parts:

• Having a plan that is worth getting excited about -- excellent investments, engaging features and personalized help
• A communication program that actually connects with your employees and motivates them to take positive action

We think outside-the-box and we target each communication campaign to the unique characteristics and culture of each audience.  It works.

What type of platforms do we work with?  Our provider-partners represent each of the major platform types -- Fund Company, Multi-manager Sub-advisory and Open Architecture.  Overwhelmingly, we work in the world of open investment architecture.

Independence, Transparency & Disclosure  As an independent firm, Retirement Resources works for you.  We have no proprietary mutual fund or insurance products, so there are no conflicts of interest in investment selection.  We provide transparency with regard all fees and revenue sharing occurring within our plans.  All of this information is disclosed and documented in the reviews we present to you. Fiduciaries are obligated to know this information and we make it easy for you to comply.

How good is Retirement Resources?  We are nationally recognized, including three Signature Awards from the Profit Sharing/401k Council of America. 

In addition, of all our retirement plan clients (excluding those which are no longer in business), we have a 100% retention rate over the past 10 years!  That says a lot about the results we deliver and the relationships we form.

Want to learn more?  If you are actively seeking a new provider, or if you are just curious about your options, please contact us.  We can almost certainly improve your plan results. The Department of Labor encourages plan sponsors to periodically review their provider options.  

Benefit from our industry knowledge and insider's perspective on this crowded marketplace.   Contact Jim Phillips or Patrick McGinn: by phone  (800) 846-3276; by e-mail   jim@retirement-resources.com or patrick@retirement-resources.com.