Employer-Sponsored Retirement Plans

Are You A Small Business?

We provide consulting and implementation services to small and medium sized companies and plan Trustees.  From plan design and installation to fiduciary oversight, asset management, and participant services, our goal is to maximize benefits and minimize administrative burden to our business owners and their employees. 

Our corporate retirement plan partners include many of the best platform sponsors and Third Party Administrators (TPAs) in the industry. 

We work primarily with the following plan types:

401(k) / Profit Sharing Plans

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Solo 401(k)

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Defined Benefit and Cash Balance Plans

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SIMPLE and SEP IRAs

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Does This Sound Like a Solution for Your Small Business Needs?

Contact Us

Riverside Financial Group, LLC

Office: (203) 409-6253
Mobile: (203) 848-4307
Fax: 203-637-5165

15 Wilmot Lane
Riverside, CT 06878
Series 7, 63, 65

cdear@rfginvest.com 

Client Access

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Client Resources

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge, Riverside Financial Group, LLC and Carlson & Carlson are not affiliated.

This communication is strictly intended for individuals residing in the states of: CA, CO, CT, FL, IL, IN, MA, MD, ME, NC, NH, NJ, NV, NY, OR, PA, RI, VA, VT, and WI

This site may contain third-party links. The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website.