Make Your Plan a Vital Benefit

At RWM we believe effective change management is achieved by focusing on participant outcomes, providing flexible solutions, and streamlining investments resulting in an enhanced participant experience. We bring well thought out solutions to our clients across every facet of their retirement plan, including plan design, investments, performance, operations, communication and education, as well as fiduciary management to mitigate risk. Throughout the life of the plan, we take a proactive approach to identify your challenges and support your needs.
We help you build the foundation needed to maximize the success of your participants in reaching a secure retirement by facilitating acceptance, communicating change, and encouraging action, while at the same time reducing risks for you as a plan fiduciary.
We pay special attention to the factors that result in an engaged participant experience and outcome. We assist our clients by developing an innovative, state of the art retirement plan with features such as:
  • plan automation
  • industry leading technology
  • on-line retirement readiness tools and calculators
  • on demand education / webcasts
Our goal is to make it easier for organizations to extend valuable benefit programs to their employees by educating the participant in order to help them understand steps they can take to increase their retirement readiness, reducing our client's workload resulting in a cost savings factor, and maximizing plan efficiency.
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​We take into account your philosophy as a plan sponsor and your participant's demographics to determine the right investment menu making it more attractive for employees to become engaged in order to take full advantage of all your program has to offer.  
We help our clients identify and resolve plan compliance issues to strengthen the management infrastructures of their retirement plans. In addition, we advise our clients on investment-related issues for qualified retirement plan assets such as investment strategy and diversification, investment policy development, manager/fund selection and performance monitoring,