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Rosemeyer Management Group

  •  Tel: 608-348-2274
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Rosemeyer Management Group

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Comprehensive Wealth Management

designing a plan around you

Comprehensive Wealth Management

designing a plan around you

Comprehensive Wealth Management

designing a plan around you

Comprehensive Wealth Management

designing a plan around you

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  2. Retirement Plan Services
  3. Liability Awareness

Liability Awareness

Many business owners are unaware of the liability pitfalls that can plague a poorly designed and poorly ran employer-sponsored retirement plan. At Rosemeyer Management Group we work closely with employers to reduce the liability that they face as a retirement plan sponsor.

We provide the following services to ease that liability:

  • Fiduciary manager on plan assets as a delegated 3(38) investment manager
  • Investment Policy Statement creation
  • Annual Investment Policy Statement updates
  • Plan Fee Benchmarking
  • Plan design consultation
  • Participant education

Retirement Plan Services

  • Investment Advisory
  • Fee Analysis
  • Liability Awareness
  • Employee Education
  • Cash Balance Plan

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Rosemeyer Management Group

662 Hwy 151 E
Platteville, WI
53818 United States

  •  Tel: 608-348-2274
  •  info@rosemeyermg.com
  •  

Securities and Advisory Services Offered Through Harbour Investments, Inc.
Member FINRA & SIPC Securities Licensed in CO, FL, IA, IL, MA, MN, MO, NV, TX, WI

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