Eddie Sanchez's Contact Details

Eddie Sanchez's Company Details

The Retirement Consulting Group

San Diego, CA, US • 5 - 9 Employees
Financial Services

We're a boutique, independent consultant firm that helps small and medium business owners and plan sponsors give employees the best possible plan and tools to reach their retirement goals. The Retirement Consulting Group provides a unique experience in the commoditized world of retirement plans, where the overwhelming belief is that bigger must be better. Our team excels at helping your employees achieve retirement outcomes through a process that is repeatable and measurable. Many clients have intricate and complex plans that need tailored solutions and personalized attention. As independent consultants, we are required to act in the best interest of our clients at all times. And serving clients under contract means we're better able to focus our loyalty towards our client's best interest. We intentionally retain our boutique structure to ensure that each of our corporate clients has the best experience while offloading some liability from their shoulders.We offer our plan design, communication and fiduciary services in a consultative manner, including a complimentary review process of your company's needs, a customized plan design to fit your corporate needs, and a simple fee structure that is transparent and easy to use. We offer well-designed and well-communicated 401(k), 403(b), profit sharing, defined benefit, 457, cash balance and money purchase plans, as well as plan consulting, design, enhancement, integration and transition.