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Revzon Consulting Creates Retirement Package For RIAs With Small Company Clients
Eliane Chavagnon
23 March 2015
Marshfield, MA-based Revzon Consulting Group, which provides trust and retirement services to financial service firms across the US, has rolled out a full-service 401 package for RIAs to offer their small company clients. The EZ K Plan is described by the firm as a “low-cost, high-service level alternative to Internet-only 401 solutions...” It has been designed for companies with up to 100 employees looking to incorporate a full-service 401 plan for their employees. “It is also attractive to employers with existing plans that wish to lower their out-of-pocket costs but not sacrifice on services and fund choices,” Revzon said, adding that companies can build the plan’s fund menu from any retirement shares offered by over 100 fund families.