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Retirement Plans

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.

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* 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.

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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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