RPG Consultants

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Cash Balance Plan Maximizes Tax Deductions for Law Firm Partners

This law firm wanted to implement a cash balance plan to maximize tax deductions for the founding partners and give larger contributions to the junior partners using an advanced profit sharing design. We worked with the firm to maximize each founding partner’s profit sharing and cash balance contributions while providing larger contributions for the junior partners.

2017-07-19T15:17:37-05:00July 18th, 2017|Tags: , , , |Comments Off on Cash Balance Plan Maximizes Tax Deductions for Law Firm Partners

 A New Era for Socially Responsible Investing and Fiduciary Obligations

Socially responsible investing (SRI) is a rapidly growing trend in markets around the world. This sustainable, responsible, impact investing model affords companies the opportunity to ensure that their investments align with their mission and values and also facilitate the global movement towards an environmentally sustainable and socially inclusive economy. SRI models involve ESG (environmental, social and governance) integration, investment screening, shareholder advocacy, sustainably themed investments and impact investing.

2017-06-06T16:31:33-05:00June 6th, 2017|Categories: 401k Resources|Tags: , , , , , , , |Comments Off on  A New Era for Socially Responsible Investing and Fiduciary Obligations

Bundled vs. Unbundled 401k Plans and the RPG Co-Bundled 401k Model

The age-old debate of using a bundled vs unbundled model for a 401k plan has troubled plan sponsors for years. Try a Google search for “Bundled vs. Unbundled 401k“. Every provider and 401k resource seems to list the pros and cons of each model and then either promote their strategy or leave the plan sponsor with all the pros and cons, still wondering which service model is best for their 401k plan.

2017-05-17T10:22:38-05:00May 17th, 2017|Categories: 401k Resources|Tags: , , , , , |Comments Off on Bundled vs. Unbundled 401k Plans and the RPG Co-Bundled 401k Model