RMS Business Model
Our approach to business isn’t revolutionary. It’s a basic formula for getting the right retirement products in your hands in the most efficient way possible. Three core practices make up the foundation of our model:
| THE RMS MODEL | ||||||
1. Create alliances with leading providers in the retirement plan market |
2. Assemble innovative retirement programs with multiple providers |
3. Package and deliver these programs through our wholesalers to financial advisors and their clients |
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| PROVIDERS Multiple plan types • Investment options Services and support • Fiduciary support  |
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| RMS Investment analysis • Local sales support • Participant advice tools • Pricing analysis Pricing negotiation • Paperwork assembly • Enrollment coordination Internal sales support • Sales presentations • Plan design assistance  |
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| FINANCIAL ADVISOR | ||||||
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| PLAN SPONSOR | ||||||
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| PARTICIPANTS | ||||||