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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

100% Non-compete Guarantee!

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