A partnership built to support your business.
Our advisor partners rely on us to meet their clients’ retirement and tax planning needs. With decades of experience, our plan administrators are expert consultants who can help you explain, design and manage the complex world of defined benefit plan – so you can focus on the investments. We leverage our open architecture so you can offer virtually any investment product in a full-service recordkeeping and administration solution.
In short, we help advisors win and retain business. In every advisor relationship, we bring deep industry knowledge, technology-based efficiencies, and a business philosophy designed to help advisors run their business smoothly and effectively.
RHI’s Advisor Support includes:
- RFP Collaboration
- Client Meetings
- Plan Enrollment
- Recordkeeping and Plan Administration
- Web-based Access to Plan Management Tools
We have relationships with many leading national providers, including:
- TD Ameritrade Trust Company
- Charles Schwab Trust Company
- FIS Relius
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.
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.
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.