R.I.C.H. Planning Group, LLC

About

We are an experienced group of professionals who have helped serve the retirement planning needs of our clients since 1991. 

A retirement plan is a critical benefit that can help your company attract and retain quality employees. In working with companies like yours, I have found that many participants are not completely satisfied with one or more aspects of their plans. A growing concern among plan sponsors is the need for additional education and support regarding their fiduciary responsibilities. Has your advisor made you aware of them?

• Do you have the right plan design in place for 2023 and beyond.

• Are your participants able to maximize full contributions limits annually to provide the best retirement

outcomes.

• Build an investment plan menu that is sufficiently diversified.

• Knowing if a sufficient number of employees are participating in the plan and ensuring they understand

the plan’s features.

• Understanding the fees that your company and employees are paying.

• Documenting discussions with your investment committee.

• Do you have the right fiduciary protections in place

Because I am an objective third party, I can analyze your plan’s features and performance to help uncover and assess potential fiduciary concerns, investment menu performance and overall effectiveness. If a change in investment selection is the right solution, I can recommend an expertly managed, easy-to-administer plan or investment map-over option—all backed by a high level of personal service.

I look forward to meeting with your HR Team for a no-obligation consultation