Special Administrative Services

Retirement Strategies Group (RSG) understands that change is inevitable. When it happens, we are ready to manage the details. You can rely on RSG for the following special administrative services:

  • During the takeover of existing plan, RSG's staff will review plan documents and participant communication materials, interpret plan provisions and determine if any amendments are required for plan compliance with current regulations, and make recommendations regarding plan design improvements. 
  • Review plan administration and accounting reports to ensure plan balances match the previous recordkeeper and custodian of the plan’s assets.
  • Extraordinary consultation: Includes consultation or services that are not required in the normal course of plan administration.