Individual Companies

Individual Companies

RD can work directly with companies that wish to sponsor a retirement plan or are looking for a new third party administrator \ recordkeeper.

We can work with you to start up a new plan or convert your existing plan from another provider. RD has the resources and partnerships to cover all aspects of your retirement plan including:

- Plan Documents

- Plan Design

- Working with your investment advisor or helping you select an advisor that meets your needs

- Compliance Services

- Open fund architecture

- State of the art web site for participants and plan sponsors

- Professional and responsive quality service

- Custody and trustee services through our platform providers