Effective Solutions for 401(k) Plan Sponsors

Let us take on your administrative responsibilities.
We offer a solution that significantly reduces the amount of responsibility a plan sponsor must take on:
  • Easy to administer
  • Fiduciary protection
  • Compliant
  • Cost-effective
  • Well-known providers
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Select from two Choice Pooled Solution options.
Enjoy a professional suite of recordkeeping, administrative, fiduciary, and investment management services under two plan options:
  • 401(K) Retirement Plan Exchange®
  • 401(K) Choice Pooled Employer Plan (PEP)
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Startup is simple and straightforward.
We make it easy for employers of all sizes to offer a high-quality retirement plan. Learn more about:
Reach out today to get started.
RBC Wealth Management Randall G. Peteros, CFP®, RICP®, WMCP® randall.peteros@rbc.com860-657-1753 Paul E. Lantieri, CFP®paul.lantieri@rbc.com860-657-1745