Retirement Planning Services


Blue Rock Retirement Planning Services Team


D. CHRISTOPHER BENFER, CFP, CHFC, AIF

PARTNER

Chris believes that, as a financial planning professional, he has a responsibility to his clients to continuously improve his ability to serve their needs. “In a fast moving financial services...

CORTNEY MILNER, AIF

DIRECTOR OF RETIREMENT SERVICES

Cortney has been working with Blue Rock Avenue One since graduation from West Chester University in 2008. Cortney’s position requires her to oversee the daily operations of the team to...

 

CHRISTOPHER DIEDERICH, AIF

SENIOR ADVISOR

As an advisor with Blue Rock Avenue One, Chris takes pride in helping clients organize their finances and identify immediate, short and long term financial goals. He understands the importance...

 


BRIANNA CULBERTSON

CLIENT SERVICE ASSOCIATE
RETIREMENT PLANNING

Brianna, also known as Bri here at Blue Rock, joined our firm in October of 2018 as a receptionist. In January, 2018 she has grown into our team Administrator role...

 



PLAN SPONSOR

Education

  • Strategy
  • Implementation
  • Education Policy Statement

Plan Design

  • Analysis
  • Goal Setting
  • Customization

Fiduciary Fitness Program

  • Fiduciary Education
  • Process & Compliance Documentation
  • Benchmarking

Investment Consulting

  • Selection
  • Monitoring
  • Investment Policy Statement
 

PARTICIPANT

Retirement Readiness

  • Deferral Amounts
  • Monitor Progress
  • Goal Setting

Investment

  • Asset Allocation
  • Fund Analysis
  • Fund Selection

Resources

  • BRFG Advisors
  • Third Party Educational Material
  • Provider Material

Financial Planning

  • Newsletters
  • Seminars
  • Key Executive Individual Planning

Consulting Services

Blue Rock Retirement Plan Services (RPS) works with Plan Sponsors to ensure the owner/fiduciaries/trustees of the retirement plan are aware of their responsibilities and have the appropriate procedures in place to minimize their risk. Leveraging our many years of experience, as well as key relationships, we are qualified to consult on a fee basis to Plan Sponsors. We will provide the Plan Sponsor with an objective and independent analysis which includes: Fiduciary Education Fee Benchmarking Analysis of Investment Policy Statements Analysis of Plan Design Process/Compliance Documentation Their proven process gives owners, fiduciaries and trustees a report card that aids their familiarity with regulatory responsibilities, and a reduction of their fiduciary risk.

Advisory Services

With 20 years of experience collaborating with companies on their retirement plans, we have created successful processes that make the selection and monitoring of retirement plans manageable for companies of all sizes. Working hand in hand with Plan Sponsors, we leverage our resources to focus on providing companies with an effective plan to accomplish their unique goals and objectives.

Providers


Once we have worked with our clients to establish goals and design their retirement plan, Blue Rock RPS will research and present platform options from the vast array of financial services companies that specialize in 401k. We perform constant due diligence on these providers so that we can deliver the best solution to our clients. Once in place, we analyze the program annually to ensure the best in class provider for our clients throughout the life of the plan. Existing client can use the appropriate link below for access to their account, or select Contact Us and a Blue Rock representative will contact you directly.