Registered Investment Advisors (RIA)

RD works with RIA’s to provide a complete retirement plan administration offering the following services:

- Plan Document Services
- Consultation on plan design options
- Compliance Services
- Open fund architecture
- State of the art web site for participants and plan sponsors
- Custody and trustee services through our platform providers
- Professional and responsive quality service

RD provides all of the third party administration and recordkeeping services leaving the investment decisions and employee meetings to the RIA.