Revzon
Consulting

Serving the
Trust Industry
for over 10 Years

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Les Revzon

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The Revzon Consulting Group

775 Pleasant Street
Suite 7
Weymouth, Massachusetts 02189 

les@revzonconsulting.com

877.254.7085  

781.740.0365 

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What We Offer

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

Project Management Services
     > Overview
     > 2-Day Workflow Assessment
     > Policies & Procedures
     > System Conversions
     > Vendor Searches
     > Merger/Reorganization Assistance
     > Establishing a New Trust Department
        or Company

Trust Outsourced Services
     > Administration
     > Operations
     > Compliance
     > Customized

Other Services
     > Collective Funds
     > Compliance
     > Audit
     > Merger due-diligence
     > Personnel assessment

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