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Mid year 2010

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The document summarizes the state of the qualified retirement plan space in mid-2010. It discusses that markets have been volatile but not truly down for the year. Legislative changes have increased oversight and fee disclosure requirements. Plan designs are seeing more automatic enrollment and Roth options. The remainder provides case studies on situations involving a participant's market timing, the impact of suspending safe harbor contributions, and implementing a carve-out plan design. It encourages analyzing plans for customization and fiduciary support.

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Mid-Year 2010, State of the Qualified Retirement Plan Space “Much Ado About Nothing” July 27, 2010 Presentation by: Steve Scott Managing Partner Retirement Solution Group, LLC “ Securities offered through Ausdal Financial Partners, Inc, member FINRA, SIPC. Advisory services provided by Ausdal Financial Partners. Retirement Solutions Group and Ausdal Financial Partners, Inc are separately owned and operated companies. ”
Agenda ,[object Object],[object Object],[object Object],[object Object]
Who Is RSG?
Retirement Solution Group, LLC ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Retirement Solution Group All decisions are made in the best interest of participants per ERISA. We adhere to the DOL guidelines on participant reporting and ensure that full disclosure be present throughout.
Definition of a “Fiduciary” ,[object Object],[object Object],[object Object],[object Object],[object Object]
Roles & Responsibilities of Plan Fiduciary Retirement Solution Group Through an efficient delivery model, we offer a variety of solutions to your retirement plan. The roles and responsibilities must be clear and explicit. Accountability is key. Client Independent Pension Consulting Services ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Investments, Recordkeeping, and Participant Services ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
State of the Industry
State of the Industry: Markets ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Retirement Solution Group
State of the Industry: Legislative ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Retirement Solution Group
State of the Industry: Plan Design ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Retirement Solution Group
Case Studies
Case Study: Participant Market Timing ,[object Object],[object Object],[object Object],[object Object],Retirement Solution Group
Case Study: Education Matters ,[object Object],[object Object],[object Object],Retirement Solution Group
Case Study: Designed Based “Carve-Out” ,[object Object],[object Object],[object Object],Retirement Solution Group
Next Steps
Summary ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
So What? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],There are a lot of retirement plan voices, mostly sales people. There are very FEW qualified pension consultants. Retirement Solution Group “ Investments involve risks and potential loss of principal and are not FDIC insured investments. ”
How do you, and your clients, fair? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Retirement Solution Group

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Mid year 2010

  • 1. Mid-Year 2010, State of the Qualified Retirement Plan Space “Much Ado About Nothing” July 27, 2010 Presentation by: Steve Scott Managing Partner Retirement Solution Group, LLC “ Securities offered through Ausdal Financial Partners, Inc, member FINRA, SIPC. Advisory services provided by Ausdal Financial Partners. Retirement Solutions Group and Ausdal Financial Partners, Inc are separately owned and operated companies. ”
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  • 7. State of the Industry
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Editor's Notes

  1. NOTE ABOUT SPEAKER NOTES: Content in the speaker notes section are not meant to be used as scripts and SHOULD NOT be distributed to clients. Instead, they’re supposed to provide general concepts expressed by the material, explanations of specific services and capabilities, and suggestions for expressing these ideas effectively. You may replace content in these speaker’s notes with your own language that reflects the concepts being expressed.
  2. The purpose of this section is to demonstrate our client-focused approach by showing that we’ve done our homework to identify what we know about their financial challenges and objectives and what we can do to address them.