Provide a Quality Plan for Employees
RBC Wealth Management is a leading full-service wealth management firm with nearly $366 billion USD of assets under management.*
Our Retirement Services Group is an experienced team of qualified retirement plan consultants working with our financial advisors to provide both ERISA and non-ERISA retirement plans. We offer a wide variety of wealth management services, both fiduciary and non-fiduciary, including non-proprietary retirement plan solutions from the top providers in the industry.
Receive the assistance you need with:
- Plan design and fee analysis
- Provider search and evaluation
- Investment policy statement templates
- Employee communications and education
- Investment research and insight
- Fiduciary Services through our Institutional Consulting Services
A full spectrum of plan options
We have expertise in all types of plans:
- 401(k) plans
- Safe Harbor 401(k) plans
- New comparability plans
- Profit sharing plans
- Defined benefit pension plans
- Cash balance plans
- Union and Taft-Hartley plans
- 403(b) plans
- 457 plans
- ESOP plans
Put your plan in capable hands
Contact branch director for assistance with your retirement plan and fiduciary responsibilities.
* As of April 2013
Who to call
Contact a branch director today for an introduction to an experienced financial advisor who specializes in serving institutional clients.
Objective guidance
We offer unbiased recommendations drawn from a selection of retirement plan products. Once you have chosen a provider, we will review your plan on an ongoing basis to make sure it remains competitive.
Institutional Consulting services
Through our advisory relationship, we offer a customizable process to help your organization fulfill its unique fiduciary obligations.
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