Retirement Plan Value Proposition Statement
 
 
We will help you create and maintain a high-quality retirement plan by providing a superior level of plan service for you and ongoing educational support for your participants.
 
I. Overall retirement plan servicing philosophy
    a. We believe retirement plan investments must be evaluated over the
        long term.
    b. We believe that helping participants learn about retirement plan
        investing encompasses everything from enrolling in the plan all the
        way through to distribution planning.
    c. We believe that the more smoothly your plan operates, the happier
        both you and your participants will be.
    d. We believe you can get the best retirement plan available to meet your needs at a reasonable price.
 
II. Company Sponsor support
    a. We will help you evaluate the costs of multiple provider proposals.
    b. We can help you select investment options that will help you meet the long-term needs of your plan’s
        participants.
    c. We can help you review your investments quarterly.
    d. We will help you create an investment policy statement for your plan.
 
III. Commitment to participant education and ongoing service
    a. We will walk your employees through the enrollment process in a way that is both motivational and easy
        to understand.
    b. We will make sure your plan receives periodic retirement plan education, targeted to meet the needs of
        your employees.
    c. We will be available to answer questions your employees have regarding rollovers and other distribution
        options when they leave the plan.
 
 
 
For company sponsors only. Please consult your tax and legal advisers regarding the consequences of establishing and maintaining an employer-sponsored retirement plan.
 
Retirement Solution Advisors, LLC  -  410 W Grand Ave.  -  Chicago, IL 60610
Phone:  (312) 923 8700 ext. 232  -  Fax:  (312) 923 8701
Copyright 2007-2008, RSA LLC
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