Our consulting services are available to help plan sponsors with a wide variety of Plan related issues.Plan Design

Is your retirement plan designed to fit your needs and goals? Or do you have a “plan in a box” designed to make things easier on your third-party administrator? At Rogers Wealth Group, we take plan design seriously. Your Plan Document should be designed around your needs, not ours.

If you are setting up a new plan, we will meet with you to discuss your situation. Then we can recommend plan provisions that will work best for you. If you have already adopted a plan, we will meet with you to determine if there are ways to amend the plan to make it work better for you. Either way, our goal is to create a custom-designed Plan Document that fits your company like a glove.

Rogers WealthGroup 40th Anniversary

Wealth Management

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ESOP/KSOP

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Recordkeeping CertificationInvestment Advisory CertificationAdministrative Services Certification

 
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