OPTIMIZE YOUR ORGANIZATION’S RETIREMENT PLAN
%
of employees are stressed about money (Source: SmartDollar, May 2o18)
Baby boomers reaching retirement age each day (Source: AARP, July 2017)
%
OF EMPLOYEES ARE STRESSED ABOUT MONEY (SOURCE: Smartdollar, May 2018)
Baby boomers reaching retirement age each day (Source: AARP, July 2017)
Providing a direct path to retirement plan success for organizations in the southeast
Why Retirement Fund Management (RFM)?
Retirement Fund Management (RFM) is an Atlanta, GA-based Registered Investment Advisor with the SEC. We offer retirement plan advisory services to organizations throughout the Southeast, serving employees and employers on a fee-only basis. The companies we serve prioritize employee financial health representing a broad range of industries and sizes.
The plans we service include 401(k), Defined Benefit Pensions, 403(b) and other Qualified and Non-Qualified Retirement plans. We deliver expertise guided by the goal of readying employees for enjoyable retirement years. Our commitment is to be objective, unbiased and free from any agenda to offer other investment or insurance products.
Our Services
RFM offers the following core services to its clients. Each service is an important component of a healthy retirement plan offering and should be customized to meet your company’s unique needs.
Financial Wellness
Retirement plan health
Investment selection
Fiduciary best practices
Our Process to Pursuing retirement plan success
Once we understand your goals, we then set out to design a retirement plan benefit your employees will truly value.
Is your retirement plan OPTIMIZED?
Contact Retirement Fund Management today to find out how we can help you maximize your retirement plan.
Contact mark
Founder and President