Companies

We can help!

As an independent investment consultant, we are intensely focused on helping you manage your 401(k) or 403(b) fiduciary obligations while engaging and educating participants on how to effectively prepare for retirement.

Armed with a long history of focusing on retirees and those planning to retire, RCA can utilize this wealth of knowledge when providing comprehensive company retirement plan solutions. Serving as an investment fiduciary, our qualified team of advisors and investment professionals advise you on delivering a plan that will achieve company and employee goals.

Constant legal and regulatory changes, combined with shrinking Human Resource departments, market volatility, and low savings rates, make administering a comprehensive company retirement plan more challenging than ever. Let RCA assist you with this task and allow you to provide retirement plans that your employees can view as a valuable benefit.

Retirement Plan Services

Fiduciary investment advisor
Plan benchmarking and fee analysis
Participant communication and education
Plan design, set-up and maintenance
Participant enrollment
Investment consulting
Plan performance evaluation
Trustee services

Participant Engagement

Auto-enrollment
Qualified default investment accounts
Education delivered by experts in investments, finance, and lifestyle
Access to CERTIFIED FINANCIAL PLANNER^TM professionals
Online and mobile tools and resources

Professionally Managed Portfolios

Investments evaluated on a daily basis
Disciplined portfolio construction
Target date funds
Actively managed bond and stock mutual funds
Exchange-traded funds (ETFs)
Alternative investments

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