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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.