Retirement Consulting Group is a Pacific Northwest-based investment consulting firm incorporated in 1997 to help retirement plan sponsors and individuals develop, monitor and maintain retirement investment programs. Our principal has two decades of investment consulting experience. We bring this experience and objectivity to the process of identifying, hiring and firing money managers, 401(k) vendors, building portfolios, working with banks, trust companies, record keepers, brokerage firms, no-load mutual fund companies and investment managers assembled to meet your needs.

We have a low-cost focus and cost transparency is an overarching objective. Where opportunity exists, we reveal and capture revenue sharing arrangements provided by many mutual funds and return those revenues to your benefit in the form of cost offset, including recordkeeping costs. You receive a quarterly summary of any revenue capture.

Retirement Consulting Group is completely given to the service of meeting both employer and employee needs and has an established track record to support this. We carefully benchmark your investment performance and meet on-site with your fiduciary committee quarterly, comparing your plan’s investments not only to benchmark indexes and peer fund managers’ performance, but also to the investment outcomes achieved by our other plan sponsor clients. We are highly sensitive to risk and investment overlap between money managers offered as options under your plan, employing sophisticated tools that show you plan status in order that your investment options are wisely selected and maintained.

Many retirement plan sponsors who become clients initially have no interest
in replacing current vendors. We are frequently engaged to bring third-party objectivity to bear on current service providers. Our goal is to structure
better coordination, wring redundancy, cost, conflicts of interest, risk and questionable investment performance from your current providers while providing a framework for unbiased decision-making. We also create and implement employee communication and education initiatives to empower employees to become better investors. This may include group meetings, one-on-one sessions and written communications.

RCG applies rigorous due diligence to increase peace of mind for busy plan sponsors who are often distracted with other pressing daily matters. We communicate plainly, avoiding the jargon of industry-speak that impedes communication.

We assemble proven resources to build thoughtful retirement investment solutions.