At Principal Resource Group we focus on you—our client. We are your advocate. As we work on understanding your goals, our goal is to spoil you with attentive service. We strive to provide answers within one business day, a benchmark we meet 98% of the time.
If you’re like most of our clients, you are struggling to accomplish more with less time and fewer resources. We can lighten the load by shifting some of those tasks off your desk and onto ours.
For example, we can…
• Perform detailed plan reviews on your behalf
• Create customized communications and SPDs
• Deal directly with employees, answering questions and addressing concerns
We are a proud member of the Retirement Plan Advisory Group.
Karin Rettger discusses the 3 most common pitfalls of Retirement Plans with
In today's business environment, group pension and retirement plans require expert management. Every group should be asking itself key questions right now:
• Is your plan up-to-date?
• Are your participants happy with the level of attention they receive, or are they frustrated with non-user friendly websites and automated phone lines?
We'll look for ways to optimize your plan and make your job as plan fiduciary less difficult. We do this through:
• Fee reviews and benchmarking
• Vendor evaluation
• Investment reviews*
• Due diligence reviews
Our 403(b) plan expertise uniquely qualifies us to assist non-profit organizations with their retirement plans.
Since participants pay the majority of plan fees, we firmly believe they are entitled to outstanding attention. That's why we provide an additional layer of service that includes:
• Investment education*
• Personalized advice and guidance*
• One-on-one education and group workshops
• Retirement planning and retirement income planning
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.