Running Wealth Management Group, Inc.
Running Wealth Management Group was founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide excellent customer service by providing the tools, advice, and knowledge aimed to meet the specific needs of every client.
Our mission is to provide customized retirement plan consulting services to the business community which includes:
- A fiduciary oversight review for business owners and investment committee members to help promote plan compliance and potential for reduced liability
- Provide quarterly investment Monitoring Reports along with analysis and attend committee meetings
- Assist with the broad range requirements of 404(c) - provide Audit File guidance and documentation
- Provide ongoing support including plan review & design assistance, investment policy statement review & design assistance, legislative updates and plan benchmarking
- Reducing the customer service workload of the plan sponsor
- Develop a targeted employee education program specific to each client’s unique needs
- Hold enrollment meetings for new participants and provide one on one support for employees
- Provide annual State of the Plan meetings to educate employees on current market conditions and how it might affect their portfolio
- Supply a dedicated local number for plan participants seeking additional information
- Educate terminated participants regarding plan distribution options
Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping you to reach your retirement goals. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursing your dreams.