We understand that our clients need programs that are meaningful, cost effective and easy to administer with an advisor who will do what it takes to help you be successful.
For over two decades we have offered thoughtful, value driven group benefit solutions and retirement plan services.
We advocate strongly on behalf of our clients. We spoil them with attentive service. In addition to providing cutting-edge benefit plans, we save our clients time and money by providing value-added services.
We deliver practical, cost-saving strategies, and help you balance organizational goals with implemented plan designs.
An Innovative Source for Employee Benefit Plans
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• Health care reform— strategies and compliance?
• Lowering your costs?
• Keeping your employees happy?
We deliver practical, cost-saving strategies, and help you balance your organizational goals.
How will you respond when you receive a letter from the government saying you owe a $3,000 penalty for an employee that obtained a subsidy on the marketplace? You will have to pay the penalty or be able to document why you should not be assessed.
For large employers this means documenting why the employee was not a FTE under ACA. To streamline this and save our client’s time, we offer an automated system that can generates and track the Notice of Health Insurance Exchanges and creates compliance reports to monitor hourly worker levels and defend against penalties. Contact us to learn more!
Principal Resource Group provides unparalleled reporting, fiduciary fitness, compliance, and complete investment review analysis to our customers.
Here is a list of some of the additional services we can bring to our clients:
Fiduciary Investment Review – Preparing plan evaluations for our clients, researching best funds available, and presenting considerations.
Scorecard System – Independent analysis prepared for each fund with quantitative and qualitative metrics.
Fee Benchmarking! – A complete fee benchmarking and vendor evaluation.
Fiduciary Plan Review / Fiduciary Fitness Program – Education modules, fiduciary report card, fiduciary responsibility and liability lists.
Plan Navigator –Analyze and illustrate the effect of high impact plan design options on participant replacement ratios and employer costs.
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Karin Rettger, Registered Representative. Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. Karin Rettger, Investment Advisor Representative. Cambridge and Principal Resource Group are not affiliated. Karin Rettger is licensed to offer securities products and insurance products in the State of Illinois. The information included herein should not be considered a solicitation or an offer to sell products in any state beside those in which Karin Rettger is properly licensed.