Description
Rick is currently Managing Director and Principal at Robertson Stephens, specializing in pension consulting. Most recently, Rick was the founder and president of Epoch Consulting Group, a Santa Rosa, California based fee-only registered investment advisory firm. Epoch provided pension consulting services to retirement plan sponsors and members of their retirement plans. Serving the retirement marketplace for over 30 years, Rick specializes in providing consulting and fiduciary advisory services to plan sponsors throughout the country in plan design, investment consulting, fiduciary compliance, employee investment education, and service provider selection. He also provides wealth management investment services to individuals, trusts, and non-profit organizations.
Keywords Investment education, pension plan review, plan sponsors, plan participants, Plan participant education, 401k education, Spanish investing education, RFP for retirement plans, retirement plan fiduciary, Starting a 401k, start up retirement plan advisor, small company retirement plan advisor, medium company retirement plan advisor, large company retirement plan advisor, Best 401k financial advisor, best spanish 401k financial advisor, Retirement plan fee review and consulting, investment plan committee consulting.
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Investment Services(800)882-7537 (800)-882-7537 +18008827537
Map 2455 Bennett Valley Road
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