Retirement Benefits Group

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Retirement Benefits Group — overview

Assets Under Management

Type

Investment Consultant

Location

San Diego, CA, US

Alternative Asset Classes

-

About

Retirement Benefits Group (RBG) was an investment consulting firm headquartered in San Diego, United States. The firm offered services including fiduciary services, participant services, and private client group services. These encompassed fiduciary oversight, investment oversight, personal financial review, financial planning, investment management, retirement planning, and insurance assessment. RBG advised institutional clients and their employees, specializing in customized retirement plan solutions, executive benefits, and retirement management. As of June 15, 2023, RBG was acquired by SageView Advisory Group, a national SEC-registered investment advisory firm.

Retirement Benefits Group - known decision makers (10)

Contact NamePositionLocationEmailTelephoneAsset Class
Co-Founder & PrincipalSan Diego, USPEREINFHF
Founder & PrincipalSan Diego, USPEREINFHF
Managing DirectorTorrance, USPEREINFHF
PrincipalIrvine, USPEREINFHF
PrincipalSan Diego, USPEREINFHF

Showing 5 of 10 known decision makers Retirement Benefits Group

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