Retirement plans

Provide a quality plan for employees and meet your fiduciary obligations

At RBC Wealth Management, we understand the complexities and challenges you face in creating and maintaining a retirement plan for your business. We know how important it is that you offer a quality plan that helps you to recruit and retain top talent, and positions your employees to save for a secure retirement.

Our financial advisors have access to tools, resources, and highly experienced wealth management professionals to serve your unique needs. We can provide a wide variety of services to help you and your employees, from plan design to participant education. We have access to a broad array of non-proprietary retirement plan solutions from top providers in the industry, and can help you find the one that fits you best.

Creating and managing a retirement plan is a significant responsibility. Let an RBC Wealth Management financial advisor help you by providing you with the assistance you need including:

  • Plan design
  • Benchmarking and fee analysis
  • Provider search and evaluation
  • Investment policy review and development
  • Employee communications and education
  • Investment research and insight

A full spectrum of plan options

We have expertise in a variety of plan types:

  • Simplified Employee Pension (SEP)
  • SIMPLE IRAs & SIMPLE 401(k)
  • Profit Sharing plans
  • Age weighted/comparability Profit Sharing
  • Owner only 401(k) plans
  • 401(k) plans
  • Safe-harbor 401(k)
  • 403(b) plans
  • 457 plans
  • Defined Benefit plans
  • Cash Balance plans
  • Employee stock ownership plans (ESOP)

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