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401(k) consulting

Retirement Corporation of America assists companies with plan oversight requirements while also making advisory services available to plan participants.


Below is a sample of our 401(k) plan services:

  • Investment Management – As a 3(38) Advisor, we assist with investment selection and ongoing investment monitoring
  • Plan Compliance Guidance – We help corporations stay up to date with their plan compliance responsibilities
  • Plan Benchmarking – We provide industry comparisons to allow companies determine their plan competitiveness
  • Secure 2.0 Guidance – We assist companies in implementing the new guidelines that are applicable to their plan
  • Advisory Services – We make our Certified Financial Planners (CFP@) available to meet with plan participants
Let us find out if Retirement Corporation of America is the right partner for your 401(k) plan. Please call us at 513-769-4040 to have a conversation with our team, or click on the video to learn more: