RiversEdge Simplifies Retirement Plans
for Business Owners
The Three Roles We Play
Plan Advisor
Fiduciary Partner
Participant Educator
Plan Design
- Analysis
- Goal Setting
- Customization
Plan Benchmarking
- Cost Analysis
- Investment Analysis
- Provider Analysis
Fiduciary Fitness
- Fiduciary Education
- Compliance Documentation
- Ongoing Benchmarking
Investment Consulting
- Fund Selection
- Fund Monitoring
- Investment Policy Statement
Retirement Readiness
- Goal Setting
- Deferral Amount Selections
- Progress Monitoring
Investment Education
- Asset Allocation
- Fund Selection
- Portfolio Diversification
Who we work with:
You own a privately held business with 1-1000 employees.
We like each other! While it may seem odd, we have our greatest impact working with people we love to be around!
You are looking for a partner to act as a co-fiduciary, develop the most efficient design and create proactive employee education program for your retirement plan.