RTD Financial partners with business owners and executives to develop and manage highly effective retirement programs for employees. We serve as a fiduciary to employers as we select, monitor and adjust plan investments and we unburden them by acting as a singular resource for guidance and problem resolution. Clients call us first – so they can get back to business.

Plan Sponsor Services

Why RTD Financial?

One call to RTD gets you back to business
Designing, implementing & refining retirement plan solutions
Training and experience protecting plan sponsors & participants through fiduciary best practices
Top industry credentials and accreditations
Participant access to one-on-one guidance from credentialed personal wealth advisors
A focus on overall financial literacy driving wellness for participants
Thoughtful construction of the plan investment lineup
Fee transparency

RTD brings unrivaled expertise in managing employer retirement plans.

Did you know? More than 80% of Retirement Plan Advisers oversee fewer than four retirement plans. By comparison, RTD has a dedicated team of credentialed pension professionals serving over 80 retirement plans. Held to high industry standards, our team’s disciplined approach ensures clear and actionable guidance on metrics that drive plan success and understanding of markets as they relate to plans.

From our clients’ point of view, though, our plan management services are as important as our proficiency. RTD Financial serves as a liaison between plan sponsors, recordkeepers, and third party administrators, ensuring streamlined processes and high-touch client service. With a focus on guidance and governance, we handle problem solving while effectively managing the intricacies of each retirement plan. Partner with RTD to deliver better outcomes for your employees, while freeing you from the time spent on burdensome plan administration.

Participant Engagement

We’re uniquely equipped to manage your business’s retirement plan services

  • RTD Financial has earned the CEFEX certification from the Centre for Fiduciary Excellence every year since 2012. We voluntarily undergo rigorous annual assessments to ensure we meet CEFEX’s standard of “prudent fiduciary practices in place and a culture of excellence, supported by documented and structured processes.”
  • All members of RTD’s retirement planning team hold Accredited Investment Fiduciary (AIF®) designations awarded by The Center for Fiduciary Studies.
  • RTD is certified to offer fiduciary training for investment committees and boards.

Recent Awards and Acolades

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We’re uniquely equipped to manage your business’s retirement plan services.

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