Special Administrative Services
Retirement Strategies Group (RSG) is flexible and ready to provide a selection of exceptional services in addition to those already enumerated throughout our website. 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, which includes consultation or services that are not required in the normal course of plan administration.
Retirement Strategies Group (RSG) is flexible and ready to provide a selection of exceptional services in addition to those already enumerated throughout our website. 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, which includes consultation or services that are not required in the normal course of plan administration.
RSG understands that change is inevitable.
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When it happens, we are ready to manage the details.
RSG understands that change is inevitable. When it happens, we’re ready to manage the details.