Broker Check

Corporate Plan What makes a BRSi Retirement Solutions Plan Advisor different

The one and only focus of BRSI Retirement Solutions is to provide your plan with the tools, training and dedicated support needed to build high quality solutions for organizations and their employees. Planning is conducted on a fee basis through LPL Financial. Client objectives remain the centerpiece of each plan.

Corporate Plan Sponsor Advisors:

Independent – We are an autonomous professional, focused on addressing the unique needs of your plan. We have access to turn key reporting capabilities for plan features comparability and fee transparency under ERISA section 408(b) (2).

Highly Trained – Regular conferences, webinars and training help ensure that we are versed in the intricacies of plan regulation, administrative requirements and have specialized knowledge of ERISA and Department of Labor rules.

Knowledgeable and Effective – We are able to deliver to your plan committee unbiased, institutional quality due diligence on well known investment managers, as well as in-depth research on leading plan providers–virtually in real time. Plan sponsors and employers can expect precise support implementation of plan features and benefits.

Committed to Plan Sponsor’s Success – We seek to help you make better decisions and optimize your plan design and investment options. Services designed specifically for the needs of plan sponsors include fiduciary-level investment monitoring and expedited investment policy statement (IPS) preparation assistance.

Committed to Your Employees’ Success – BRSi Retirement Solutions is fully dedicated to helping you improve retirement readiness for your employees while they are in-plan, preparing to retire, and after they have left the plan.