Skip to main content

Rosemeyer Management Group

  •  Tel: 608-348-2274
  •  

Rosemeyer Management Group

  • Home
  • Retirement Plan Services 
    • Investment Advisory
    • Fee Analysis
    • Liability Awareness
    • Employee Education
    • Cash Balance Plan
  • Individual Services 
    • Investment Advisory
    • Retirement Planning
    • Tax Planning
    • Estate Planning
    • Insurance Analysis
    • Social Security
    • Events
  • Company Profile 
    • Our Team
    • Custodian
    • Broker Dealer
  • Resources 
    • Market Snapshot
    • FAQ
    • Useful Websites
    • Blog
  • Contact

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

  Previous   Next

    You are here

  1. Home
  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

Book a Meeting

Tell a Friend

Office Locations

Platteville

662 Hwy 151 E
Platteville, WI
53818 United States

Dubuque

2728 Asbury Rd, Suite 160,
Springs Bldg, Dubuque,
IA 52001

Sterling

2002 E. 5th St. Suite C,
Sterling,
IL 61081

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

Investment Advisory Services offered through RMG Wealth Management, LLC
Securities Offered through Harbor Investments, Inc licensed in CO, FL, IA, IL, MA, MN, MO, NV, TX and WI

Privacy Policy | Adv Part 2 | Form CRS

© 2021 Rosemeyer Management Group. All rights reserved.

Website Design For Financial Services Professionals