Serving the
Trust Industry
for over 14 Years

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No Theories -- Just Answers

The 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 third party administrators cope with the ever-changing world of services, regulations, technology, and products.

We 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, we are able to assist institutions and professionals in all financial disciplines.

We have over 40 years of "hands-on" experience. That is why we don't deal with theories -- just answers. Since our inception in 1997 we have provided services to dozens of clients in the U.S. and Canada. We have successfully completed well over 150 projects.

Find out why so many Trust Departments put their Trust in us.

 

 

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What We Offer
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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
   > Private Label services

Project Management Services
   > Overview
   > 2-Day Workflow Assessment
   > Policies & Procedures
   > System Conversions
   > Vendor Searches
   > Merger/Reorganization Assistance
 
Trust Outsourced Services
   > Administration
   > Operations
   > Compliance
   > Customized

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

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© 2007 Revzon Consulting Group, LLC