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PRG Resource

PRG Resource

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  • About PRG
  • Services
    • Group Benefits
    • Retirement Plans
    • Wealth Management
    • Health Savings Account (HSA)
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    • Educational Videos
    • Published Articles
  • Contact Us

About PRG

When you work with us, you work with experienced, dedicated professionals who are eager to help you achieve your employee benefit goals. For more than two decades, we have been providing clients with cutting-edge, hands-on service and solutions to their most challenging benefit issues.

Our clients include companies, non-profit organizations, and individuals. We offer expertise for both group benefits, health, and welfare plans as well as all types
of pension plans including 401(k), 401(a) and 403(b) plans.

Our wealth management division, My Financial Advisor, serves individual clients.

Our corporate office is located in Glen Ellyn and we serve clients throughout Illinois and the Chicago area.

Meet the Team

Karin Marrs Rettger

MBA, AIF, President and Founder of Principal Resource Group (PRG) and My Financial Advisor

Karin specializes in investment advisory services and employee benefit plans. She has over 35 years of experience in financial services. In 2017, and 2016, Karin was selected by Employee Benefit Adviser Magazine* as one of the Most Influential Women in Benefits Advising. She was also named in 2017 as one of 30 people to Watch in Employee Benefits*. In 2015, she was recognized as Top Women Advisor by NAPA.*

Ms. Rettger is a co-author of the 2017 Best Selling Book, “Breaking through the Status Quo,” and is a co-author of “Doing More with Less” published in 2014. She is also co-author of 401(k) Plans published by the Bureau of National Affairs in 1995.

Karin is a member of the Leadership Council of the Plan Sponsor Council of America (PSCA), a division of the American Retirement Association (ARA). PSCA assists over six million plan participants. In 2018, she was awarded the PSCA Volunteer Service Award. She has been a speaker on 403(b) Plans, Fiduciary Issues in Retirement Plans, Participant Education for Retirement and Financial Wellness. She is a thought leader and speaks nationally on Health Savings Accounts (HSAs).

Jason Marrs

Jason Marrs is a Financial Advisor in our division, My Financial Advisor. Prior to joining My Financial Advisor, Jason was an advisor with Edward Jones.

He graduated from Illinois State University suma cum laude with a Bachelor of Science in Finance and a Bachelor of Arts in Managerial Economics. Jason was a four-year Division I athlete as a member of the ISU Men’s Golf Team and earned Academic All-Conference and Dean’s List accolades every semester.

Jason is passionate about helping all individuals, families, retirees, and business owners in reaching their financial goals.

Lisa Sampson

Lisa has over 25 years experience in employee benefits. She works with our clients to provide administrative support and has an extensive background in non-profit and healthcare companies.

She also provides research assistance on legislative compliance. Lisa is committed to providing superior service to our clients.

Our Customer Service Associates

We personally work with you to quickly solve any issues or concerns.

*The 2017 and 2016 Most Influential Women in Benefits Advising and the 2015 NAPA Top Women Advisor recognitions are based on peer nomination and selection by a panel of judges. The recognition is not representative of investment performance and does not represent a particular client experience or endorsement.

Breaking Through The Status Quo

A collection of strategic insights and effective techniques to improve the quality of employees' healthcare while reducing costs on each side.


Get A Free Copy Today

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Navigation

  • About PRG
  • Services
    • Group Benefits
    • Retirement Plans
    • Wealth Management
    • Health Savings Account (HSA)
  • Industry Recognition
  • Resources
    • Educational Videos
    • Published Articles
  • Contact Us

FINRA BrokerCheck and Cambridge’s Form CRS

Broker Check

Cambridge’s Form CRS (Customer Relationship Summary)

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. My Financial Advisor and Principal Resource Group are not affiliated with Cambridge. Cambridge’s Form CRS (Customer Relationship Summary)

This communication is strictly intended for individuals residing in the states of CO, FL, IL, NY, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

The information being provided through any hyperlinks to outside websites is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided on these outside websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third-party technologies, websites, information, and programs made available through this website.

All investing involves risk. Risk varies dependent on investment type. Investors should be prepared to bear loss, including loss of principal.



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