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).
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.