Services
Select an independent 401k specialist and plan fiduciary who will help you find the right retirement benefit for you and your employees.
services
Select an independent 401k specialist and plan fiduciary who will help you find the right retirement benefit for you and your employees.
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 focus on 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 conflicts of interest.
Financial wellness
Assessment and goal setting matched with employee interaction
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
Is your retirement plan OPTIMIZED?
Contact Retirement Fund Management today to find out how we can help you maximize your retirement plan.
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.