770.399.8803 info@rfm401k.com

OPTIMIZE YOUR ORGANIZATION’S RETIREMENT PLAN

%

of employees are stressed about money (Source: SmartDollar, May 2o18)

RFM has more than 51 years of combined success in advising organizations. We’ll help you choose the right retirement plan for your employees.

Baby boomers reaching retirement age each day (Source: AARP, July 2017)

RFM has more than 51 years of combined success in advising organizations. We’ll help you choose the right retirement plan for your employees.

%

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

Assessment and goal setting matched with employee interaction

Retirement plan health

Annual plan health assessments include valuable insight for employers

Investment selection

Proprietary investment research aids in selecting a solid mix of investments

Fiduciary best practices

Always serving as either a 3(21) or 3(38) Fiduciary

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 RFM Today

Our logo represents how we serve you.

 

The journey begins when the employee elects to plant the seed by contributing to a retirement plan. We provide financial wellness education and encourage employees to actively participate in their retirement benefit.

OUR LOGO REPRESENTS HOW WE SERVE YOU.

 

The journey continues with the employer "watering the seed" planted by the employee’s contribution. We help employers optimize the plan by delivering the latest innovations in plan design.

OUR LOGO REPRESENTS HOW WE SERVE YOU.

 

Now, it's RFM's job to "fertilize" what the employee and employer have already done to improve each employee's financial security. Our research supports that 35-45 percent of an employee's nest egg is derived from making smart investment decisions.

OUR LOGO REPRESENTS HOW WE SERVE YOU.

 

The entire journey is intended to culminate in "financial security" as illustrated by a healthy and strong oak tree. We approach the goal of financial security by helping employees manage their financial lives throughout the entire process.

Contact the RFM team

Mark McCoy, MBA, AIFA®

Founder and President

Ross Sims, AIF®, CHSA®

Partner