Retirement Management Systems

Employees frequently come to us asking for advice on their 401k, which we have provided in the past, but can no longer provide.  We cannot do so because of increasing ERISA and DOL regulations tightening how employees, employers and advisors communicate regarding retirement plans.  Since our clients continue to want help, we have resourced a solution, Retirement Management Systems (RMS).  RMS works with 730+ employer-sponsored plans and 2,600+ employees across the country.  RMS is a separate and unrelated investment management company whose flagship service is an asset allocation and rebalancing program for employees in employer sponsored retirement accounts.  For more information on how CIG Financial Services and RMS can together help you, click on the link below:

 

 

 

 

RMS is a Registered Investment Advisor that will provide the active management services on the participant 401k account.  CIG Financial Services does not engage in 401k account management but may provide other financial planning services as investment advisor representatives.

 

 

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