Retirement plan recordkeeping with no hidden fees.

The tools for easy management for plan sponsors and high participant engagement.

Pure Fee-Based Environment

Fair rates with no asset-based recordkeeping fees.

A low flat fee, plus a per-head cost means that as your plan becomes more valuable, your recordkeeping cost stays predictable.

No hidden fees

The other guys wrap features you’ll never use into their price and pretend you’re getting a bargain. Our premium tools are priced separately so you only pay for the services you need.

100% of revenue sharing passed through.

It’s your money from your investments, but many of our competitors do not pass through all revenue sharing received from your plan’s mutual fund investments. We do.

Unparalleled Flexibility

Open Architecture Platform.

Access to thousands of ETFs, CITs, Vanguard Funds, Index Funds and mutual funds without ever being beholden to a set of approved investments.

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We don’t have special interests with any funds or custodians, so you can choose investments that are right for your clients or employees.

Third Party Administrator.

We offer quality, affordable administrator services in-house or where you can use the Third Party Administrator (TPA) of your choice.

Personalized Service

Your success is our success

Our highly-specialized process and technology is built to work closely with advisors, TPAs and financial institutions to deliver the right solutions for you and your clients.

Custom, in-house plan design

Everyone’s needs are different. We design a plan that’s right for you, with no biases or special interests — just your clients and employees.

A single point of contact

With an average of 15 years in the industry, one of our retirement planning experts will be dedicated to your account and personally accessible for all of your questions and needs.

I am a ...

Financial Advisor
Plan Sponsor
Third Party Administrator

RiversEdge is a recordkeeper, not a registered investment advisor. Our services and solutions are sold through financial professionals – we never solicit plan sponsors directly and do not compete for advisory business.

The success of financial professionals we partner with is our success.

Your employees want a retirement plan that makes it simple to save for the future. As the sponsor of your corporate retirement plan, you want a plan that will put your employees on a path toward financial freedom and protect you from a liability perspective! RiversEdge can deliver an independent, bundled, customized retirement solution, free of conflict in the best interest of your employees and your company.

We understand how labor and data intensive providing plan administration services can be. We will partner with you to ease your workload and simplify your requirements. We never solicit plan sponsors directly and will not compete for administrative business. The success of financial professionals we partner with is our success.