NAPA Firm Partners • Broker-Dealers & RIAs
Responsible Asset Management
Retirement Fund Management
Salt Lake City, UT • www.ramtrf.com
Atlanta, GA • www.rfm401k.com
Key Contact(s)
Key Contact(s)
Jeff Cline • 801.466.9241 • jcline@ramtrf.com Nate Cline • 801.690.0986 • ncline@ramtrf.com
Mark McCoy • 770.399.8803 • mark.mccoy@rfm401k.com
Firm Profile
Retirement Fund Management (RFM) is a “fee only” independent investment advisor/plan consultant with no allegiance to any firm’s products or services. Founded in 1996, RFM focuses exclusively on retirement plans to provide clients with the highest level of service and expertise. RFM brings thought leadership to plan committees while acting as an advocate for the participants. RFM is known for its sophisticated investment evaluation and industry innovations, striving to be 3-5 years ahead of their peers. Our innovations have spawned the creation of two industry related analytic companies. We always “do the right thing” for the plan sponsor and participants.
Responsible Asset Management is a small exclusive investment advisory firm offering investment management solutions to individuals, families, institutions, and small businesses. We offer retirement plans that enhance a business’s participant and organizational success. We carefully craft plans to complement the needs and goals of the organization, incorporating both Traditional and ESG/Sustainable investment strategies, in order to help plan participants achieve successful retirement readiness.
Primary Market(s) Served
Options Available
Firm Profile
Primary Market(s) Served
Options Available
• 3rd Party Vendor Analysis Tool
• Recruiter for Retirement Plan Advisors
• Benchmarking Tools
• 3rd Party Vendor Analysis Tool
• Participant Advice/Participant Services
• Other Tools
• Allows Fiduciary Declaration 3(21)/3(38)
• Benchmarking Tools
• Custom Risk Based/Target Date Models
• Participant Advice/Participant Services
• 408(b) (2) – In-House or Outsourced
• Allows Fiduciary Declaration 3(21)/3(38)
• Plan Sponsor Fiduciary Training
• Custom Risk Based/Target Date Models
• Minimum Fee Schedules
• 408(b) (2) – In-House or Outsourced
Home Office Employees Supporting the Business 2
• Plan Sponsor Fiduciary Training • Stable Value Analysis • Minimum Fee Schedules
Home Office Employees Supporting the Business
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• Preferred Provider Program
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