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Why Select
Us

We are a premier, innovative retirement administration and consulting firm...

What
We Do

We provide a turn key operation that will enable you to focus on your business...

Learning
Center

Rogers Wealth Group has been recognized for outstanding lifetime achievements...

Wealth Management

Whether you are anxious to find a new advisor or you need a 2nd opinion...
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ESOP/KSOP

Find out about
our ESOP/KSOP plans
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Recordkeeping CertificationInvestment Advisory CertificationAdministrative Services Certification

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About Retirement Plan services

At the Rogers Wealth Group, our Retirement Plan Services Group strives to offer you the best value for your money.  Our knowledgeable staff is ready to assist you in the following areas associated with your retirement plan:

  • Consulting
  • Plan Design
  • Administration
  • Institutional Investing

We look forward to serving your retirement plan needs.

Institutional
Investing

In addition to its comprehensive wealth management services, Rogers Wealth Group serves as investment manager for a wide range of institutional clients, including:  

  • Defined Benefit Plans
  • Defined Contribution Plans
  • Employee Stock Ownership Plans
  • Non-Qualified Plans
  • Foundations
  • Endowments
  • Corporate & Personal Trust Accounts

 
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