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rj20 for industry professionals

 

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rj20 for bookkeepers

How We Help Employers

Advisors / Consultants

  • We Customize Our Participant Solutions To Your Business Model.
  • Increase Your Servicing Bandwidth So You Can Focus On
    What You Do Best.
  • Work With a 3(21)a Fiduciary To Shield Future Participant Tort Liability.
  • No Custody Of Or Management Of Assets, No Product Sales, We Only Provide Non-Discretionary Participant Advice.
  • We Work With The Funds or Models You Choose for the plan
  • Our fiduciary responsibilities are limited to assisting individual participants with the investment of their account balances among investment options made available to them under the Plan. RJ20 does not advise plan sponsors in any way such as with the Plan’s investment policy, or the selection or monitoring of investment funds.

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Recordkeepers / TPAs

  • Seamless Integration
  • Attract New Advisors
  • Retain Existing Advisors
  • Differentiate Yourself From The Commoditized Competition

 

 

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