Educational Workshops for Businesses

When you choose RS Financial Group as your investment advisor to help you with your company's Key-Person Insurance, 401k, Profit Sharing, SEP, or 403B retirement planning needs, we take a personalized approach. We believe each plan deserves the options that an independent registered investment advisor, such as RS Financial Group can offer. As a boutique Memphis owned, fee based investment advisor and insurance agent, our approach allows us to reach across boundaries to find investments for our clients. Our earnings are indicative of your growth.

If your company currently has a sponsored plan, RS Financial Group can help ensure its ERISA compliance while attempting to lower cost to the sponsor. An investment advisor like RS Financial Group can act as the co-fiduciary lessening the sponsor's (Business Owner) legal liability while also improving the participants experience by giving them access to their very own professional money manager.

What Is the Added Value When You Work with RS Financial Group?

The ability to have a co-fiduciary on your sponsored plan.

• Fiduciary Compliance • Employee Advisory • Preparation and Review
• Investment Options • Actively Managed • Ongoing Active Support • Terminated Participant Rollover Services
• Automated and Branded Educational Solutions to Your Employees • Free Onsite Workshops • Webinars

Watch our short video to learn more about our 401k Plan Pro co-fiduciary solution.

Schedule a consultation online.