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.

Our specialists have more than 30 years of experience necessary to develop, fund and administer equitable benefit plans for employees. They 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 process to arrive at an optimum solution.

The specialists at RD Benefits Group:

  • Use a network of professionals with decades of experience
  • Use dedicated, multi-disciplinary teams of professionals and staff members trained to provide superior client service and account support, fostering collaboration and unity of purpose
  • Develop mutually rewarding, successful, long-term client partnerships predicated upon trust, commitment and the creation and delivery of value
  • Strategically implement full-service coordination and optimization of benefit arrangements for businesses
  • Robert Duncan provides access to investment and insurance products
  • Deliver state-of-the-art administrative capabilities through a proprietary recordkeeping system that accommodates complex plan design variations
  • Feature a full communications and education program including customized plan enrollment materials and access to dynamic online account management tools
  • Offer 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