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What is Blue Rock 401k Group?

As a division of Blue Rock Financial Group, we focus on helping companies design, implement and monitor their retirement plans. In today’s complex regulatory environment, it is crucial for employers to align with a firm that has the expertise, scale and process developed to deliver an optimum retirement plan solution. Our independence and knowledge have enabled us to grow into one of the region’s leading providers of retirement plan advice.

PLAN SPONSOR

Education

  • Strategy
  • Implementation
  • Education Policy Statement

Plan Design

  • Analysis
  • Goal Setting
  • Customization

Fiduciary Fitness Program

  • Fiduciary Education
  • Process & Compliance Documentation
  • Benchmarking

Investment Consulting

  • Selection
  • Monitoring
  • Investment Policy Statement
 

PARTICIPANT

Retirement Readiness

  • Deferral Amounts
  • Monitor Progress
  • Goal Setting

Investment

  • Asset Allocation
  • Fund Analysis
  • Fund Selection

Resources

  • BRFG Advisors
  • Third Party Educational Material
  • Provider Material

Financial Planning

  • Newsletters
  • Seminars
  • Key Executive Individual Planning

Consulting Services

Blue Rock 401K Group works with Plan Sponsors to ensure the owner/fiduciaries/trustees of the retirement plan are aware of their responsibilities and have the appropriate procedures in place to minimize their risk. Leveraging our many years of experience, as well as key relationships, we are qualified to consult on a fee basis to Plan Sponsors. We will provide the Plan Sponsor with an objective and independent analysis which includes:

Fiduciary Education
Fee Benchmarking
Analysis of Investment Policy Statements
Analysis of Plan Design Process/Compliance Documentation

Their proven process gives owners, fiduciaries and trustees a report card that aids their familiarity with regulatory responsibilities, and a reduction of their fiduciary risk.

Advisory Services

With 20 years of experience collaborating with companies on their retirement plans, we have created successful processes that make the selection and monitoring of retirement plans manageable for companies of all sizes. Working hand in hand with Plan Sponsors, we leverage our resources to focus on providing companies with an effective plan to accomplish their unique goals and objectives.

Providers


Once we have worked with our clients to establish goals and design their retirement plan, Blue Rock 401k Group will research and present platform options from the vast array of financial services companies that specialize in 401k. We perform constant due diligence on these providers so that we can deliver the best solution to our clients. Once in place, we analyze the program annually to ensure the best in class provider for our clients throughout the life of the plan.

Existing client can use the appropriate link below for access to their account, or select Contact Us and a Blue Rock representative will contact you directly.