The design of your retirement plan will begin with a series of questions. RSA creates plans by learning as much as possible about your business. Your history, current structure, and growth plans are all part of our initial research. RSA works to understand your business today and in the future. Our plans meet three essential criteria: respect for your business, your employees’ needs and government regulations.

The correct plan clearly outlines what is required to manage it.  We look at a plan design as an ongoing effort. Our research yields a set of plan documents that outline plan details, including management requirements. We also expect changes in your business. We review plan documents with you annually and make changes as part of our plan design. 

RSA realizes that developing and running your business requires focus. We identify what we will need from you in terms of checkpoints and attention throughout the year as part of our plan design.