Liberty Partners

Retirement Plan Solutions

We recognize the importance of selecting and designing the most appropriate retirement plan for you and your employees. Employers who provide a solid retirement plan are better positioned to recruit, retain and reward quality people needed to keep a business competitive.

As a full service brokerage firm with access to a wide variety of non- proprietary retirement products, RBC is positioned to implement a retirement plan solution that helps to meet your company’s needs and objectives.


The process


Our experienced retirement consulting team assists in finding the right retirement solution for your company. These professionals know plan design options, service vendors, and the latest products.

As a team, we work with you during each stage of the retirement plan process. We will:

  • Assist you in examining your company’s retirement plan needs, goals, and expectations. Research the retirement plan marketplace to find a retirement solution that is right for your company
  • Guide you through each step of the implementation process
  • Provide an on-going service process to help make sure your plan runs efficiently and effectively


Components of our service process include:

• Assistance with a written Investment Policy Statement

• Assist with investment reviews

• Analyzing asset allocation with you

• Delivering on-going customized education

• Advising individual employees on request

Our financial advisors are a critical part of the service process providing employee investment education and service. They are your primary contact for taking advantage of the benefits provided by our wealth management process.

Trust and Estate News

New federal tax rules create advantage for real estate investment trusts  CNBC

As Generation X and millennials inherit their baby boomer parents' assets amid the so-called Great Wealth Transfer, some will look to invest it in rental property ...

IRA trusts could become an estate planning disaster  InvestmentNews

If Congress eliminates the stretch IRA, advisers will have to rethink IRA trust planning.

Bonnie Kraham: Six reasons to choose trusts over wills  Times Herald-Record

In 1991, the American Association of Retired Persons (AARP) recommended that most families should use trusts instead of wills. As a result, many people took ...

Create private trusts to transfer assets efficiently  Moneycontrol

Anju Gandhi. Trusts are well established and recognised in India. There are essentially two types of trusts in India: private and public. A private trust is one that is ...

Argent Trust Co. names new Bham market president  Birmingham Business Journal

Argent Trust Company has a new Birmingham market president.

Real-estate Matters: Mom placing home in trust makes sale easier for inheritors  The Columbus Dispatch

Q: I need advice about selling a home held jointly in a trust in my name and my brother's name. This was my mother's house originally, and she has since died.


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