Financial Advisors
A Retirement Plan Partner Who Strengthens Your Client Relationships
Your clients rely on you for trusted financial guidance. RMS works alongside financial advisors to provide the retirement plan expertise, administration, and responsive support needed to deliver a stronger client experience.
Your Retirement Plan Resource
You don’t need another provider competing for your client relationship. You need a retirement plan partner who understands their role in it.
RMS collaborates with financial advisors to evaluate plan opportunities, solve complex retirement plan challenges, and provide ongoing consulting and administration. We bring specialized retirement plan knowledge to the table while respecting and supporting the advisor relationships our clients already trust.
How We Support Financial Advisors
Plan Design Expertise
Bring us into the conversation when a client is establishing a plan, evaluating an existing one, or exploring more sophisticated retirement strategies.
Technical Retirement Plan Support
Our team helps navigate plan design, testing, compliance, administration, and regulatory requirements so you can focus on your area of expertise.
Opportunities for Existing Clients
As businesses grow and client needs change, we can help identify opportunities for Cash Balance Plans, ESOPs, advanced 401(k) design, and other retirement strategies.
Collaborative Client Service
We work alongside advisors, recordkeepers, CPAs, attorneys, and other professionals to create a coordinated experience for the client.
Explore Our Services: