Independent value Position RBG’s independence and fiduciary-based approach as a selling point to mid-market companies seeking unbiased retirement plan guidance with transparency on fees and investment options.

Large client scope Highlight the firm’s experience serving hundreds of companies with billions in assets, underscoring capacity to manage complex plans and deliver scalable solutions for growing organizations.

Experienced team Leverage senior consultants with over two decades in the retirement plan business to reassure prospects about deep expertise in plan design, compliance, and participant education.

Tech enablement Emphasize use of modern tech stack and data-driven tools (tag manager, analytics, word-press plugins) to support efficient plan administration, reporting, and participant engagement.

Competitive positioning Differentiate from large incumbents by offering customized, culture-aligned retirement programs with full fee transparency and education, appealing to mid-market firms seeking tailored solutions.