Professional Investment Management

Professional Management for Employer-Sponsored Savings Plan Accounts

Professional Investment Management

Professional Management for Employer-Sponsored Savings Plan Accounts

Retirement Management Systems

Is a privately owned registered investment advisor. Like many unique firms, we were born from another large investment advisory firm that uses our flagship program for supporting its clients. In 2010, we spun off from that firm to expand our services to financial advisors and their clients across the country.

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401(k) Plan

Since its creation in the early 1980s, the 401(k) plan has transformed how Americans save for retirement. Sponsored by an employer, these retirement plans allow people to save with pre-tax dollars by investing in a menu of investment options. Unfortunately, not everyone has the time, tools, or talent to manage their investment selections in a way that will prudently help them reach retirement goals.

Savings Plan Management

We understand that people who fly solo with their employer-sponsored retirement savings plan may not be able to make smart investment decisions. Our flagship program is created for people who want or need to delegate investment decisions to an expert. This asset allocation and rebalancing program is designed for 401(k), 403(b), 457, and other defined-contribution retirement plans sponsored through employers.

What We Do

For more than 30 years, our team has been building a disciplined portfolio management process and a rigorous back-office trading operation for managing assets within 401(k), 403(b), or other company-sponsored retirement savings accounts. Those without the tools or talent, or time or desire to learn, seek the help of a financial advisor. Retirement Management Systems helps people and their financial advisors manage these worthwhile, yet often confusing, retirement savings plans.

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Our Process

We employ a disciplined investment management process to prudently allocate and monitor your savings plan account throughout the year. Best of all, you won’t have to analyze the market and economic conditions to decide when and how to reallocate. We will ensure that the 401(k) or other plan type works with the rest of your comprehensive wealth and retirement strategy. Our team does all the heavy lifting for you.

What a Financial Advisor Does for You

  • Helps you set realistic retirement goals
  • Helps you understand the relationships among risk, return, time, and contribution rates
  • Monitors progress toward your goals

What Retirement Management Systems Does for You

  • Constructs a diversified portfolio appropriate to your risk appetite and return needs
  • Implements the portfolio
  • Reallocates the portfolio if market conditions warrant

*Registration with the U.S. Securities and Exchange Commission is not an endorsement and does not imply a certain level of skill or training. Check our background on FINRA’s BrokerCheck

Advisory services offered through Retirement Management Systems Inc., a registered investment adviser.

Firm Brochure (ADV Part 2) 

Customer Relationship Summary 

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