Retirement Benefits Group

  • Financial Services
  • San Diego CA
  • 41 employees
  • Financial Services
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Company Overview

Headquarters
9276 Scranton Rd Ste 550, San Diego CA
Website
rbgadvisors.com
Phone
(858) 551-4015
Employees
41
Founded in
2005
Industry
Financial Services
NAICS Code
NAICS Code 52429 Companies
NAICS Code 52 Companies
NAICS Code 524298 Companies
NAICS Code 524 Companies
NAICS Code 5242 Companies
SIC Code
SIC Code 641 Companies
SIC Code 64 Companies
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Financials & Stats

Revenue

$8B

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Who is Retirement Benefits Group

Retirement Benefits Group (RBG) is an independent retirement plan consulting firm based in San Diego, California. With 41 employees and $7.5 million in revenue, RBG specializes in crafting tailored retirement benefit solutions for businesses of all sizes. RBG helps companies provide comprehensive retirement plans by offering a diverse range of investment options, ongoing education for employees, and complete fee and cost transparency. Their experienced consultants work closely with clients to understand their unique needs and goals, developing plans that align with business objectives, corporate culture, and the vision of success. RBG's commitment to unbiased integrity ensures that each plan prioritizes the interests of participants and their beneficiaries. RBG's senior consultants possess over 20 years of experience in the retirement plan industry, serving hundreds of companies managing billions of dollars in assets and employing thousands of individuals. Their dedication to personalized service and customized solutions aims to make retirement a reality for employees across various sectors. Securities are offered through Triad Advisors, LLC (member FINRA/SIPC). Investment advice is provided through Resources Investment Advisors, LLC, an SEC-registered investment advisor. You can visit their website at rbgadvisors.com to learn more about their services.

Retirement Benefits Group Industry Tags

401(k) Plan Consulting/Defined Benefit Consulting
457/403(b) Plan Consulting
Executve Benefits- NQDC
IRA/IRA Rollover Consulting
Financial Services
Retirement Education
Financial Education
Financial Advisory Services
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Retirement Benefits Group Tech Stack

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FAQ

What is the location of Retirement Benefits Group's headquarters?
The headquarters of Retirement Benefits Group are situated at 9276 Scranton Rd Ste 550, San Diego CA
What is Retirement Benefits Group's phone number?
Retirement Benefits Group's contact number is (858) 551-4015.
What is Retirement Benefits Group's official website?
The official website of Retirement Benefits Group can be found at rbgadvisors.com.
What is Retirement Benefits Group's current revenue?
As of October 2018, Retirement Benefits Group's annual revenue reached $8B.
How many employees does Retirement Benefits Group currently have?
Retirement Benefits Group employs approximately 41+ people as of October 2018
Which industries is Retirement Benefits Group primarily operating in?
Retirement Benefits Group operates in the following industries: Finance, Credit
What are Retirement Benefits Group's industry tags?
Retirement Benefits Group's industry tags include: 401(k) Plan Consulting/Defined Benefit Consulting, 457/403(b) Plan Consulting, Executve Benefits- NQDC
When was Retirement Benefits Group founded?
Retirement Benefits Group was founded in 2005.

Employee Directory

Key Employees

Soojin Jun

Client Service Manager

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David Utter

Principal

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Darren Burke

Managing Director

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Ally Haderlein

Operations Coordinator

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Haeley Mowery

Marketing Coordinator

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