Retirement Plan Services
They’re more than participants or assets under management. When your passion is serving real people – unique people – Relational Gravity is your ideal partner.
They’re more than participants or assets under management. When your passion is serving real people – unique people – Relational Gravity is your ideal partner.
My Penny Earned is a retirement and financial education service for clients of Relational Gravity. It’s built on the idea that education must be relevant to the lives of those using it.
The same expertise that allows us to deliver smart solutions to retirement plans and employers can help your organization gain unique insights into your opportunities and challenges.
Have we met? If you’ve been to one of my presentations there’s a good chance we’ve met. Are you looking for a speaker with actionable insights and a non-mainstream approach?
New tax credits in the federal SECURE 2.0 Act make it easier – and far more affordable – for small businesses to offer retirement savings plans.
If statistical insights are not driving your customer satisfaction efforts, you may be sunning yourself on a warm rock. Watch out for that cat, or Aunt Em’s broom.
One in five Indiana public employees experience low financial well-being as they near retirement.
Compassion alone won’t win you funding for an employee financial wellness program. To compete for resources, you must show it’s a promising investment.
Being certain your research is successful requires a two-part commitment. First, your research consultant must provide you with actionable insights. Then you must commit to using those insights in your daily decision-making.
It’s a billion-dollar risk, and it may soon be headed to your defined contribution plan. Participant relationships can be your key to mitigating litigation risk.