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Retirement plan services capabilities

A fresh, objective look at your retirement plan

How does your retirement plan measure up with regard to costs, investment performance and appropriate plan design against your peers?

From fee reasonableness studies to plan benchmarking, we offer advice on best fit service provider selection, technology and overall plan structure. Our independence allows us to provide an unbiased recommendation regarding the most important features of your plan.

Process management

Plan sponsors are required to follow a fiduciary process as outlined by the Department of Labor. Demonstration of this process is integral to compliance. RSM US Wealth Management will work with you to build, manage and monitor such a process. As a co-fiduciary to your plan, we demonstrate commitment to process management.

Industry focus

We are focused on the industry. It is important to team with specialists—not generalists—when selecting an advisor. Your team will keep you informed of industry developments, trends and offerings in retirement plan design and benefits.

Asset management

The RSM US investment philosophy is integrated in our approach to fund lineup development. Our proprietary model portfolios bring our strategy and structure to the participant experience. Investment policy statement implementation, quarterly due diligence reviews and model portfolio management are important factors.

Participant experience

Current trends are shifting focus to participant outcomes and retirement readiness. We have industry knowledge and financial advisory credentials to manage participant relationships. Education, technology and advisory team accessibility are key.

How does your retirement plan measure up?

To schedule a no-obligation call to discuss your current needs, contact us by phone at 800.274.3978 or

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