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Rogers Wealth Group Glossary

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A fee assessed on certain mutual funds or share classes permitted under an SEC rule to help cover the costs associated with marketing and selling the fund. 12b-1 fees may also be used to cover shareholder servicing expenses. The trading of securities to take advantage of market opportunities as they occur, in contrast to passive management. Active managers rely on research, market forecasts, and their own judgment and experience in selecting securities to buy and sell. AMEX Major Market Index (XMI):.

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Rogers Wealth Group Institutional Investment Plan Consulting | Retirement Plan Consultant

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Our consulting services are available to help plan sponsors with a wide variety of plan-related issues. Our consultants will assist you with each stage of your plan’s life, from the initial design of a new plan through the conversion process from one service provider to another and, if necessary, through plan termination. Our consultants have the knowledge, experience and expertise to address and resolve whatever IRS or DOL issues arise regarding sponsors’ qualified plans. I Why Select Us. I What We Do.

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Retirement Plan Administration | Pension Plan Administrators

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Our goal is to do everything but sign your name. Everything but sign your name. We mean it, and we do it with clear, consistent thinking. Since 1973 we have offered exceptional expertise on all plan issues in addition to a dedication to service and quality. If you are not sure your current administration has been done properly, we will look it over at no charge. That’s what we do. Form 5500 and All Necessary Schedules. Form 1099-R and 945. I Why Select Us. I What We Do. By i5 web works.

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Investment Retirement Administration | Investment Retirement Managers

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We are a premier, innovative retirement administration and consulting firm that strives to achieve results that exceed our clients’ expectations. Through our commitment to OUR CLIENTS, we will:. Add maximum value to your business;. Be efficient, accurate and responsive in our service; and. Be skilled in handling the complex matters of our industry. Through our commitment to YOUR PARTICIPANTS, we will:. Perform professional services with honesty, integrity and care;. Be responsive to needs and.

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Rogers Wealth Group Books

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Both Dale and Craig Rogers have authored books, publications and articles, all of which provide their practical experience within the investment services industry. Dale and co-author Larry Chambers provide the needed insight to begin the journey to financial security in First Time Investor. Dale and Craig Rogers teamed to produce the definitive book on the 401(k) process in How to Build, Protect and Maintain Your 401(k) Plan. How to Build, Protect and Maintain Your 401 (k) Plan. By Dale and Craig Rogers.

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Rogers Wealth Group Learning Center | Investment Philosophy | Financial Calculators

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This resource is designed to provide:. Familiarity with our firm and investment philosophy. Access to a vast array of financial calculators. An opportunity to purchase books. Written or endorsed by Rogers Wealth Group. Whether you are anxious to find a new advisor or you need a 2nd opinion. I Why Select Us. I What We Do. By i5 web works.

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Retirement Planning Service | Fort Worth Retirement Planning Services | Dallas Retirement Planning

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We believe that a retirement plan shouldn’t be a burden to you or your staff. So our practical approach is just to do everything. Utilizing web technology and process automation, we provide a turnkey operation that will enable you to focus on running your business while we handle the complexities of your retirement plans. Do you know if you are missing out on services you deserve? At Rogers Wealth Group, we do all this for you.and much, much more. I Why Select Us. I What We Do. By i5 web works.

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Rogers Wealth Group Site Map

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Whether you are anxious to find a new advisor or you need a 2nd opinion. I Why Select Us. I What We Do. By i5 web works.

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Retirement Plan Services | Institutional Investing | Institutional Managers | Institutional Client Programs

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We are a premier, innovative. Retirement administration and consulting firm. We provide a turn key operation that will. Enable you to focus on your business. Rogers Wealth Group has been recognized. For outstanding lifetime achievements. Whether you are anxious to find a new advisor or you need a 2nd opinion. About Retirement Plan services. We look forward to serving your retirement plan needs. Employee Stock Ownership Plans. Corporate and Personal Trust Accounts. I Why Select Us. I What We Do.

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Rogers Wealth Group Financial Calculators

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Whether you are anxious to find a new advisor or you need a 2nd opinion. I Why Select Us. I What We Do. By i5 web works.