Revzon Consulting Group, LLC Announces New Partnership with Compass Retirement Consulting Group

The partnership brings expanded services and benefits of cash balance plans.
By: Revzon Consulting Group
 
MARSHFIELD, Mass. - Sept. 30, 2015 - PRLog -- Revzon Consulting Group, LLC, (RCG), (http://www.revzonconsulting.com/) a national consulting firm that provides trust and retirement services to financial service firms, recently announced a strategic partnership with Compass Retirement Consulting Group (http://www.compass-cg.com/).  Headquartered in New England, both firms provide a broad spectrum of services to clients throughout the United States.

This collaborative arrangement enables RCG to increases its menu of offerings.  The addition of actuarial services to its qualified plan offerings expands the firm’s ability to support both the establishment of new cash balance plans as well as services to existing plans, including defined benefit and executive retirement benefit plans.

Both firms are enthusiastic about this partnership.  “Our areas of expertise include cash balance plans, the establishment of and support services to many types of retirement and benefit plans, and a full-range of actuarial services,” says Jeffrey Jackson, E.A., M.A.A.A, President and Consulting Actuary of Compass.  “We work with large and small business clients as well as many types and all sizes of nonprofit organizations.  This collaboration extends the reach of those services.”

“From the beginning, we have provided services that are used by financial advisors to many types of organizations,” says Les Revzon, President of RCG.  “Cash balance plans are used by many types of organizations.  They are especially effective when combined with a 401(k) plan, such as our full-service, one-stop EZ K PlanTM (http://www.ezkplan.com/).”

About Compass Retirement Consulting Group

Compass Retirement Consulting Group, Inc. was founded April of 2006 and consists of two actuaries with close to 40 years of combined experience in the design and administration of pension and other postretirement benefit programs. With an actuarial background, they bring strong quantitative skills to the assessment of defined benefit and post-retirement programs. As consultants, they have worked with clients to quantify the costs of their programs, identify the root causes of costs, and design strategic approaches for addressing cost increases and providing valuable benefits to employees. They are experts in pension and other post-retirement employee programs, consulting with clients on the evaluation of long term costs of these programs, and developing cost-effective plan designs to meet employer and employee needs. For more information please visit www.compass-cg.com or call

About Revzon Consulting Group, LLC

The sole focus of the Revzon Consulting Group, LLC is to assist financial service firms such as banks, trust companies, law firms, and investment advisors cope with the ever-changing world of services, regulations, technology, and products. They provide solutions to help meet business goals. With a wide range of management expertise, including retirement plan services, personal trust, corporate trust, participant recordkeeping, trust operations, and compliance, they are able to assist institutions and professionals in all financial disciplines. For more information please visit www.revzonconsulting.com or contact Joseph P.R. Cantin, Jr., RCG’s Senior Vice President, Qualified Plan Sales, at (877) 254-7085 or joe@revzonconsulting.com.
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Source:Revzon Consulting Group
Email:***@pfirst.com
Tags:Cash Balance Plans, Retirement Plans, Trusts
Industry:Financial
Location:Marshfield - Massachusetts - United States
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