Make RSM McGladrey your competitive advantage
Today’s retirement landscape is more complex than ever before. Developing cost-effective solutions tailored to your clients’ needs demands specialized knowledge and deep technical experience across the full range of employee benefits, including actuarial services, defined benefit and defined contribution plans, and employee stock option programs, among others.
To achieve the successful outcomes you and your clients seek, you need a TPA partner you can trust to provide an objective perspective along with deep industry expertise – a partner who consistently places the needs of your clients first.
A partner committed to your success
At RSM McGladrey, we help financial advisors who are focused on building their retirement plan practice to define custom solutions and provide tangible value to the shared client. We offer a “professionally bundled” approach through our long-term relationships with well known recordkeeping vendors and investment platforms.
Our objective approach to assessing client needs and recommending solutions is designed to help you cultivate strong client relationships.
Our holistic methodology takes the client's full picture into consideration, including long-term objectives and prospects for growth.
| Retirement | Health and welfare benefits |
| Budget | Industry |
| Current marketplace | Employee make-up |
| Economic climate | Employee culture |
And most important – current and long-term objectives and prospects for growth
Our consultants are an extension of your team
Our regional presence provides you with access to dedicated professionals from a broad range of disciplines to cover all aspects of retirement plan design and operation. Our local and regionally-based consultants provide hands-on support and guidance, including the ability to meet with you and your clients face-to-face.
You and your clients can take full advantage of the depth of knowledge, talent and experience across our organization.
- Custom solutions and delivery platform
- Consultative approach to plan design and maintenance
- Significant depth in employee benefits and fiduciary support
- Access to dynamic education programs to inform and motivate participants
- Value-added cost/benefit analysis, feasibility studies and strategic assessments
- Succession planning alternatives through employee stock ownership plans
- Regular webinars to educate you and your clients
Contact your local RSM McGladrey Retirement Resources consultant today for a brief demonstration on how we can add immediate and measurable value to your successful retirement and employee benefits practice.
Together, RSM McGladrey and McGladrey & Pullen rank as the fifth largest provider of accounting, tax and business consulting services in the United States.
RSM McGladrey Retirement Resources services include recordkeeping, administration, consulting, actuarial, participant education and information services. These services are delivered through RSM McGladrey, Inc.