Retirement Services
Rosemont Financial Group is an Independent financial services firm committed to providing independent, objective and unbiased advice when advising on 401(k), 403(b), 457, defined benefit and deferred compensation plans. The advisors at Rosemont Financial have the skills to create new plans, revise existing plans, and assist with communication, compliance, and process implementation. We educate and guide plan sponsors with forward-looking planning strategies, following an organized results driven fiduciary process when meeting plan sponsor objectives through proper due diligence.
Investment Analytics
Review a plan’s investment strategy through a comprehensive process to analyze, monitor, track, and replace investments to ensure a plans investments are diversified and well managed.
Impartial Vendor Review
Analyze current vendors’ expenses and fees as a fiduciary responsibility, and benchmark vendors to validate a prudent vendor selection.
Compliance Consulting
Evaluate current plan features and fiduciary practices to ensure compliance with applicable laws and recommend actions.
Communication & Education Consulting
We evaluate, develop, and implement education and communication objectives based on your participant demographics.
Fiduciary Risk Management
Review fiduciary responsibilities to establish a suitable best practice that is in line with your companies IPS.
Executive Compensation
Assist companies in developing a solid benefits package when circumstances require additional retirement and compensation plans in order to provide an adequate retirement planning solution for highly compensated executives.
Rosemont’s objective is to deliver solutions by identifying opportunities for improvement that are easy to understand, affordable, easily implemented, and quantifiable. We pride ourselves in partnering with our clients through each detailed step, reaching the objectives together, making sure they are not left to navigate through the solutions process alone.
