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Clients: This pages is for Advisors, if you need a financial advisor please visit our Financial Advisor Referral Program.

Advisors: We are currently referring financial advisors who we have a relationship with and mutual clients together. Please email us at marketing@rjl-pensions.com to discuss opportunities of working together.

Thank you for taking the time out of your busy schedule to find better administration solutions for your retirement plan clients and prospective clients.

We would like the opportunity to assist you in reaching your clients' targeted goals. We understand that each employer is different and unique in their service needs. We will assist you in providing your clients with customized solutions for the chosen retirement plan. Our goal and commitment to you and your clients is to provide a smooth transition through the process of selecting the recommended retirement plan and related services.

Fund Families / Investment Companies that we work with.

Additional services:

» Pre-Sale Marketing Support

» Local On-site Joint Presentation

» Customized Proposals

» Conference Calls with your clients

» Customized Profit Sharing Comparison and Analysis at no cost.

» Assistance with Enrollment Meetings

 
     
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