What We Do

Our team of Certified Pension Consultants (CPC), Qualified Pension Administrators (QPA), Qualified 401(k) Administrators (QKA) and Enrolled Retirement Plan Agents (ERPA) provide administration, recordkeeping and consulting services for ESOP and KSOP plans, as well as all types of other qualified and non-qualified plans.What We Do
 

Our team of Certified Pension Consultants (CPCs), Qualified Pension Administrators (QPAs), Qualified 401(k) Administrators (QKAs) and Enrolled Retirement Plan Agents (ERPAs) provides administration, record-keeping and consulting services for ESOP and KSOP plans as well as all other types of qualified and non-qualified plans.

Our team has the experience, knowledge and expertise to assist you with each stage of your plan’s life, including the following:

  • Plan Design
  • Implementation or Conversion
  • Operations
  • Education
  • Monitoring and Changing Objectives
  • Mergers, Acquisitions or Plan Terminations

To learn more about how RWG can help you with your ESOP/KSOP plans, contact us.

Rogers WealthGroup 40th Anniversary

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