We are passionate about helping participants not only set goals for retirement but take the necessary steps to reach those goals.

Retirement benefit packages have a huge bearing on company culture – and company finances. RTD Financial consults closely with companies to align the needs of your human resources with the reality of your bottom line. We offer an insightful six-part exploration and implementation process independently certified by the Center for Fiduciary Excellence (CEFEX). It’s a huge step toward fulfilling your fiduciary responsibility and critical to finding right-fit options for you:

The RTD Approach


  • Your company’s history & values, your challenges & opportunities
  • Business growth, recruitment & retention
  • Purpose & objectives of the plan(s)
  • Your company’s definition of success


  •  Plan document and operation review
  • Assess current vendors
  • Construction & philosophy of investment lineup
  • Employee demographics


  •  Identifying plan success metrics
  • Plan design opportunities
  • Determining appropriate vendor services
  • Cost savings opportunities


  • Roles & responsibilities of plan fiduciaries
  • Best practices for plan operations
  • Investment Policy Statement
  • Ongoing participant engagement program


  •  Coordinate with leadership team and vendors
  • Oversee investment lineup transition
  • Facilitate enrollment & education


  • Ongoing plan fiduciary meetings
  • Plan and industry benchmarks
  • Investment watch list & commentary
  • Regulatory changes

Let’s Connect

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

Contact Us Now