The CompanyFor-Profit Faith Based Corporations
A significant number of clients utilizing the RB&Co. / Principal Financial Group retirement solution are for-profit corporations, led by executives with a strong faith and Christ-centered corporate culture. Many of these sponsors selected the platform for:
- Access to Biblically based educational materials
- An opportunity to discharge certain fiduciary responsibilities
- Relief of their monthly administrative burden
- An enhancement of investment alternatives
- The addition of risk based portfolio options for participants
- An upgrade of their existing service platform
- An attractive pricing / cost structure
Increasing ERISA regulations and heightened plan participant expectations concerning the fiduciary role of plan sponsors has created quite a stir recently within the retirement plan community. RB&Co.'s willingness to accept fiduciary responsibility (in writing) has been a widely valued element of our offering to ERISA plan sponsors. Our team of investment research professionals (including three CFA's) provides quarterly support to your investment committee with a high level of detail and professionalism.
Based on RB&Co.'s position as a leading financial advisory firm, we aggressively negotiated a highly competitive service offering with PFG on behalf of clients spanning multiple industry sectors - enabling us to provide customized solutions often inaccessible to clients approaching PFG on their own.
One of the first enhancements developed in our partnership with PFG was the creation of Biblically-based educational materials for participants. Participants enjoy a multi-year education and communication curriculum incorporating principles of stewardship and Biblical financial foundations in addition to the effective educational materials PFG offers to all participants.
We would welcome the opportunity to explore ways we could help you as plan sponsor enhance and improve this important benefit to your staff!
Please contact Larry Korchan at 770-280-6040 for more information.