Group Benefits
   
 
PENSION SERVICES

Offering 401(k), 403(b), 457(b), 401(a) and Profit Sharing Plans

In today’s business environment, group pension and retirement plans require expert management. Every group should be asking itself key questions right now: Is your plan up-do-date? Are you getting the services you need? Are your participants happy with the level of attention they receive, or are they frustrated with non-user friendly websites and automated phone lines?

We’ll look for ways to optimize your plan and make your job as plan fiduciary less onerous. We do this through:

• Fee Review/Benchmarking
• Vendor Evaluation
• Investment Reviews*
• Due Diligence Reviews

Because of our 403(b) plan expertise, we’re uniquely qualified to assist non-profits with their retirement plans

 
 

 


Participant Services

Since participants pay the majority of plan fees, we firmly believe they’re entitled to outstanding attention. That’s why we provide an additional layer of service that includes…

Investment education*
Personalized advice and guidance*
One-on-one education and group workshops
Retirement planning and Retirement Income planning
*Karin Rettger is a registered representative with Sunset Financial Services, Inc., a FINRA registered broker-dealer. Sunset Financial Services is registered to do business in all 50 United States. Karin Rettger is licensed to offer securities products and insurance products in the State of Illinois. The information included herein should not be considered a solicitation or an offer to sell product in any state besides those in which Karin Rettger is properly licensed. Securities and Investment Advisory Services offered through Sunset Financial Services, Inc. 3520 Broadway, Kansas City, MO 64111, 816.753.7000 (Home Office). Member FINRA/SIPC. Karin Rettger, Registered Representative, Registered Investment Advisory Representative, Sunset Financial Services is not affiliated with Principal Resource Group. www.finra.org  www.sipc.org


Principal Resource Group, 800 Roosevelt Road, Suite B421, Glen Ellyn, Illinois 60137 Phone: 630-858-5430 Toll-Free: 888-857-4811
© 2009 Principal Resource Group