Broker Check


Retirement Benefits Group has the experience and industry insight to tailor investment programs to our clients’ specific needs.

We are specialists in evaluating and constructing custom portfolios and are focused on helping to grow and protect wealth. We provide our clients with an identifiable and defensible process that is built on industry best practices, policies, and procedures. Our goal is to offer access to investments that help our plan participants reach their ultimate goal of preparing for a stable retirement.

These are just a few criteria that truly set us apart:

  • A seasoned investment research team with over 30 Chartered Financial Analysts
  • Due diligence and company meetings including onsite reviews with over 1,200 financial firms
  • Proprietary monitoring system designed specifically for the defined contribution industry
  • Specialists in evaluating mutual funds, ETFs, collective trusts and separate accounts
  • Portfolio composition designed with the plan participants needs and capabilities in mind
  • 3(21) fiduciary services
  • Custom Model Portfolios