Serving the
Trust Industry
for over 14 Years
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Trust Audit & Compliance Services

Compliance Services

  • Thorough review of Policies including Federal Consumer regulations
  • Review of agreements, documentation, and other client disclosures to ensure compliance with regulations
  • Due Diligence and searches for system vendors
Revzon Consulting Group, LLC

What We Offer

Advisors Institutional Services
  > Who RCG / Advisors services
    - Wealth Managers
    - Broker / Dealers
    - Pension Service Providers or TPAs
    - Law Firms
    - Mutual Fund Companies   
  > Why Wealthy Clients Need a Trust    
  > Benefits
  > Services

TPA & Recordkeeping Services
   > Overview
   > 401(k), Profit Sharing, & Other
     Defined Contribution Plans
   > Solo 401(k), Keogh Plans

Project Management Services
   > Overview
   > 2-Day Workflow Assessment

Trust Outsourced Services
   > Administration
   > Operations

Other Services
   > Collective Funds
   > Compliance
   > Audit


© 2007 Revzon Consulting Group, LLC