RBC Wealth Management is dedicated to serving businesses of all sizes to guide employers and support employees on their journey to financial wellness. We offer consulting services across all aspects of your retirement plan—from governance, investments, day-to-day operations, education and plan design.

We're serious about our role as an ERISA investment consultant and dedicated to working alongside those responsible for managing your retirement program.

A boutique-firm feel with the products and services of a large investment firm

In addition to receiving many awards and accolades, and providing trusted advice and wealth management solutions for more than a century, we’re proud of our dependable guidance and investment expertise for providing sound retirement plan solutions.

• $60+ billion in retirement plan assets
• 5,000+ retirement plans from small businesses to Fortune 500 companies
• Relationships with 40+ recordkeeping platforms

As of September 30, 2021.

RBC can help you effectively manage your fiduciary process by delivering customized retirement plan solutions to meet your organization’s goals across 401(k), 403(b), Defined Benefits/combo plans and Non-Qualified Deferred Compensation Plans. Our experience and industry relationships allow us to provide tailored solutions to assist organizations in making informed decisions about their retirement programs.

A comprehensive approach

• Investment management and monitoring services
• Plan governance and design consulting
• Fee analysis and service benchmarking
• Provider management and contract negotiations
• Employee education and engagement strategies
• Defined benefit plan risk management assessment

Creating and managing a retirement plan is a significant responsibility. Let us help make your job easier.