Broker Check

RD Benefits Group

RD Benefits Group

(626) 931-0010
[email protected]

RD Benefits Group offers access to benefit planning solutions, compensation consulting, wealth creation and preservation strategies.

We have more than 30 years of experience necessary to develop, fund and administer equitable benefit plans for employees. Our specialists have the knowledge and resources to address the unique needs of corporations, emerging growth companies and not-for-profit organizations seeking to attract, retain and reward key employees. We provide all aspects of employee benefit, compensation and retirement income solutions.

We take a consultative approach in developing employer benefit plans for each of our clients, following a proven process to arrive at the optimum solution.

RD Benefits Group:

  • Uses a network of professionals with decades of experience
  • Uses dedicated, multi-disciplinary teams of professionals and staff members trained to provide superior client service and account support, fostering collaboration and unity of purpose
  • Develops mutually rewarding, successful, long-term client partnerships predicated upon trust, commitment and the creation and delivery of value
  • Strategically implements full-service coordination and optimization of benefit arrangements for businesses
  • Provides access to innovative investment and insurance products
  • Delivers state-of-the-art administrative capabilities through a proprietary recordkeeping system that accommodates complex plan design variations
  • Features a full communications and education program including customized plan enrollment materials and access to dynamic online account management tools
  • Offers objective, financial analysis and services to help executives understand and maximize the value of their executive benefit plans as a means to accumulate wealth and prepare for retirement
  • Robert helps clients develop employee benefit plans that help achieve the goals of employees and protect their 404(c) Safe Harbor protections. He helps the employer achieve their fiduciary obligations