What We Do

Our team of Certified Pension Consultants (CPCs), Qualified Pension Administrators (QPAs), Qualified 401(k) Administrators (QKAs) and Enrolled Retirement Plan Agents (ERPAs) provides administration, record-keeping and consulting services for ESOP and KSOP plans as well as all other types of qualified and non-qualified plans.

Our team has the experience, knowledge and expertise to assist you with each stage of your plan’s life, including the following:

• Plan Design
• Implementation or Conversion
• Operations
• Education
• Monitoring and Changing Objectives
• Mergers, Acquisitions or Plan Terminations

To learn more about how RWG can help you with your ESOP/KSOP plans, contact us.

Bobcat. Photo by Kevin C.