Advisors / Consultants

• We Customize Our Participant Solutions To Your Business Model.
• Increase Your Servicing Bandwidth So You Can Focus On What You Do Best.
• Work With a 3(21)a Fiduciary To Shield Future Participant Tort Liability.
• No Custody Of Or Management Of Assets, No Product Sales, We Only Provide Non-Discretionary Participant Advice.
• We Work With The Funds or Models You Choose for the plan
• Our fiduciary responsibilities are limited to assisting individual participants with the investment of their account balances among investment options made available to them under the Plan.
• RJ20 does not advise plan sponsors in any way such as with the Plan’s investment policy, or the selection or monitoring of investment funds.

Recordkeepers / TPAs

• Seamless Integration
• Attract New Advisors
• Retain Existing Advisors
• Differentiate Yourself From The Commoditized Competition