Services

RSM McGladrey Retirement Resources provides services to address every aspect of sponsoring a retirement plan. From operating the plan effectively to maximizing participation and meeting ERISA responsibilities, we offer services to support our clients every step of the way.

• Administration and compliance services
• Consulting and plan design
• Daily recordkeeping
• Employee education and communication
• Access to Investments
• Tools for ERISA fiduciaries

Options to fit every business
Today, employers want to sponsor a cost effective retirement plan for their employees with easy access to account information and recognizable investment choices. RSM McGladrey Retirement Resources offers products and services with flexible plan design options and features that are important to employees.
  
Putting it all together We have bundled all of the important elements sponsors need to operate their retirement plan effectively while serving both the goals of the company and the needs of the employees. Our full service product combines all of the services listed above to provide a complete retirement plan solution for your companies looking to take their retirement benefits to the next level. *

Unbundled Administration Services you choose recordkeeping and investment services from the providers that best fits the goals and objectives established for your plan.

• As Third Party Administrator Retirement Resources provides administration, compliance, consulting and plan design services.
• Recordkeeping, investments and employee enrollment services are provided by the third-party group annuity or mutual fund company selected by the plan sponsor.

Balance Forward Administration:
Is a traditional balance forward plan better suited to your business needs? RSM McGladrey Retirement Resources has more than 35 years of experience in providing administration and recordkeeping services for balance forward plans.

*Mutual funds are sold by prospectus. Investors should carefully consider the investment objectives, risks, charges and expenses of the funds before investing. Prospectuses, which contain this and other important information can be obtained by calling your financial advisor. Read prospectuses carefully before choosing investment options for the plan.

Related Links
Pension Protection Act
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Cost of living adjustments for the year 2007
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Articles
Roth 401(k) final regulations
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IRS issues additional Roth 401(k) and 403(b) guidance
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Deferred compensation plans face severe restrictions as a result of the American Jobs Creation Act
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News Release
RSM McGladrey Joins Organization Representing Independent 401(k) Plan Recordkeepers
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Account Access
Plan Sponsor and Participant login
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