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Robertson Stephens

(415) 500-6810 My Plan My Portfolio
  • Who We Are
    • Our Story
    • Our Team
    • Our Board
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

What is Retirement Plan Consulting?

As retirement plan consultants, we work with organizations to offer a full array of services designed to successfully manage the operation and servicing of their employee qualified and non-qualified retirement plans. We help employers understand the range of retirement plans available to them and oversee the growth of plans to ensure they remain aligned with employers’ business goals and the employee’s retirement goals.

Our Philosophy

We act as a co-fiduciary with the aim to deliver the resources, knowledge and experience needed to enable employers to make the right investment decisions for their employees and their company. We are also committed to implementing a process to enhance fiduciary oversight.

Our Services

At Robertson Stephens, we provide our clients with independent guidance on all aspects of plan operations and servicing. Our approach positions us to help employers reduce and control plan costs, increase participation and contribution rates, minimize fiduciary liability, and offer appropriate investment alternatives.

Additional Services Include:

Vendor Management & Selection

3(21) FIDUCIARY SERVICES

FIDUCIARY
TRAINING

INVESTMENT SELECTION &
MODEL
PORTFOLIOS

EMPLOYEE ENGAGEMENT

FEE
BENCHMARKING

NOn-QUALIFIED EXECUTIVE
BENEFITS

INVESTMENT
POLICY
DEVELOPMENT & REVIEW

INVESTMENT PERFORMANCE REPORTING & MONITORING

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Our Expertise

Divorce and Life Transitions

We are true fiduciaries who are free from Wall Street’s conflict of interest, which puts us squarely on your side.

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Brochure Disclosures Contact Us
455 Market Street, Suite 1600
San Francisco, CA 94105
p: (415) 500-6810
e: info@rscapital.com
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What We Do
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Copyright © 2023 · Robertson Stephens

  • Who We Are
    • Our Story
    • Our Team
    • Our Board
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

(415) 500-6810

My Plan

My Portfolio