Advisors

Retirement Solutions for the Direction

Your Company Is Headed

Retirement Advisor Solutions, LLC is a Chicago-based retirement plan consulting group focused on assisting entrepreneurial companies to provide “best of class” retirement benefits for their employees. We provide professional, unbiased consulting services relating to the design, launch, and ongoing management of your Company’s retirement plans.

We believe that one size does not fit all. We distinguish ourselves from other retirement plan vendors with a truly customized solution tailored to the company sponsor and its participants.

For a complete list of the services we offer to company sponsors please go to the Company Sponsor page.

Working with Investment Advisors

We are committed to helping Investment Advisors like you grow your business. To you as much flexibility as possible we have formed alliances with several recordkeeper/investment platform vendors who are well known and respected in the retirement plan industry. Those alliances include-

July Business Services offers an “open architecture” recordkeeping system. This system allows the plan to offer mutual funds, employer stock, managed accounts and self directed brokerage accounts. You have maximum flexibility in working with the company sponsor to determine the best investment menu for their participants.

Invest N Retire offers an Exchange Traded Funds (ETF) recordkeeping system. This system allows the plan to offer ETFs and other passively managed mutual funds. Their system also features a Tandem Model Portfolio tool that investment advisors may use to ensure that plan participants are appropriately diversified in the various ETFs offered by the plan.

Security Benefit SFR Program SFR is a group mutual fund program. The program offers a fund lineup that covers all major asset classes and was chosen to meet a “best-in-class” philosophy.

Principal Financial offers a recordkeeping system which features a wide variety of mutual fund investment options wrapped in a variable annuity investment vehicle.

Joint Marketing and Proposals

We can coordinate the preparation of proposals for each of our alliance partners. Please complete the Proposal Request Form (coming soon) and we will have a proposal to you within five business days. If you need the proposal prepared in less than five days please note on the Proposal Form and we will do our very best to meet your needs.

We are also willing to prepare plan design illustration so that your potential clients can gain a better understanding of how a retirement plan might benefit their employees. In order to complete these illustrations we will need employee census data in an electronic file format.

Retirement Solution Advisors, LLC - 410 W Grand Ave. - Chicago, IL 60610

Phone: (312) 923 8700 ext. 232 - Fax: (312) 923 8701

E-mail: steve.johnson@rsadvisorsllc.com