Serving the
Trust Industry
for over 14 Years

Home

Contact Us

Company News

Trust(ed) Links

Trust(ed) Links

Great resources for plan sponsors of Defined Contribution Plans: 

 

Great resources for Trust Departments and Trust Companies:    

 

Revzon LLC logo

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
   > 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

............................................................................

 

© 2007 Revzon Consulting Group, LLC