Frequently Asked Questions

The following are some basic questions and answers we have received to help you learn more about us and the financial planning process.

Can RJ20 provide advice to our participants and work with our current plan advisor?

• Yes, the Pension Protection Act clearly authorizes you to work with an independent participant fiduciary to render specific advice and remove all future participant tort liability that you currently retain. Yes, we would be happy to work with your current plan advisor to coordinate the roll out of our services. We compliment your advisor not compete with them.

Do we have to make any changes to add your service?

• Absolutely not, we seamlessly tie into your current plan structure

Will there be any additional work on our part to use RJ20?

• No, we do all the work; our job is to make your job easier!