Project Description

Regions Relationship Consultants take a consultative approach in assessing each organization’s retirement program. Since Regions remains unbiased when it comes to retirement plan providers, we are able to sit on the same side of the table with our clients, evaluating their current retirement program and finding solutions that fit their organization’s size, demographics and goals. Such solutions involve retirement and investment consulting operating in either a 3(21) or 3(38) capacity.