RSI LAUNCHES STREAMLINED PRODUCT - SUNDAY, MAY 1, 2016
Our advisor partners have come to know RSI as a provider of boutique, customized solutions that are tailor-made for each client’s needs. While this has been a cornerstone of our business philosophy and primary driver of our success, we have received a growing number of requests for a simple solution to meet the needs of smaller or start-up plans. We’ve listened and we’ve responded. We are pleased to announce the official rollout of our new RSI Streamlined plan solution. RSI Streamlined is perfect for employers looking for a more economical approach to offering the tax and saving benefits of a qualified retirement plan.
Click here to read more about RSI Streamlined, then call us to discuss how this innovative approach to plan design and administration can work for you.
RSI OPENS 2ND OFFICE IN ATLANTA, GA TO SERVICE AREA CLIENTS - WEDNESDAY, OCTOBER 1, 2014
Welcome to Atlanta! Thanks to the many advisor and client relationships we have developed over the past few years, we have enjoyed significant growth in the metro Atlanta area. We have responded by making a commitment to the area by opening our second office located in the beautiful Sandy Springs area of North Atlanta. Having a local Atlanta office and team will allow us to better serve our clients in the area.
NEW ROTH OPPORTUNITY FOR 401(K) PLANS PER FISCAL CLIFF DEAL - THURSDAY, JANUARY 10, 2013
The recently passed fiscal cliff deal (officially known as the American Taxpayer Relief Act of 2012) includes a new rule that allows more people to convert money in their traditional 401(k) plan to a Roth 401(k) account.
HURRICANE SANDY: DEPARTMENT OF LABOR IMPORTANT COMPLIANCE GUIDELINES - FRIDAY, NOVEMBER 30, 2012
The US Department of Labor has issued compliance guidelines for employee benefit plans affected by the devastation caused by Hurricane Sandy.