Strategy & plan design

An effective retirement plan starts with a sound strategy. At RHI, we provide a one-stop solution for employers of all sizes, assisting with every aspect of retirement plan development. Whether it’s designing and setting up a new plan or evaluating existing plan design, RHI provides the expertise needed for plan sponsors to make the right decisions for their organizations and members.

Our plan strategy and design services include:

Design of a customized retirement program based on your organization’s specific needs

Plan implementation, including regulatory compliance and employee communication

Ongoing defined contribution plan administration, including recordkeeping and compliance services

Plan performance evaluation, based on individual plan goals

For Advisors

We’re retirement experts; you don’t have to be. As an independent, non-producing retirement administrator we partner with advisors to deliver powerful retirement solutions.

Our Advisor Services

For Plan Sponsors

We’re dedicated to the details of your plan. We’ll listen to your needs and then design, implement and manage the plan that works for your organization.

Plan Sponsor Services

Our Services

Defined Contribution

From design and implementation to ongoing administrative tasks such as distribution and communication, we provide a comprehensive set of services for 401(k), 403(b) and other Defined Contribution plans.

Defined Contribution Services

Pension Outsourcing

The work of designing a defined benefit plan, delivering benefits, and ensuring regulatory compliance is vital to plan success. With a full-service offering including call center, distribution processing, actuarial consulting and plan design, our turnkey, cost-effective pension administration delivers results for plans of all sizes.

Pension Services

Actuarial Services

Our in-house team of credentialed actuaries provide comprehensive measurement of retirement plan status and risk, integrated with our defined contribution and pension specialists, using a “plain English” communication style to help you form and manage a long-term strategy for your organization’s needs.

Actuarial Services

Our Services

Defined Contribution

From design and implementation to ongoing administrative tasks such as distribution and communication, we provide a comprehensive set of services for 401(k), 403(b) and other Defined Contribution plans.

Defined Contribution Services

Pension Outsourcing

The work of designing a defined benefit plan, delivering benefits, and ensuring regulatory compliance is vital to plan success. With a full-service offering including call center, distribution processing, actuarial consulting and plan design, our turnkey, cost-effective pension administration delivers results for plans of all sizes.

Pension Services

Actuarial Services

Our in-house team of credentialed actuaries provide comprehensive measurement of retirement plan status and risk, integrated with our defined contribution and pension specialists, using a “plain English” communication style to help you form and manage a long-term strategy for your organization’s needs.

Actuarial Services
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