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No Theories --
Just Answers
The Revzon
Consulting Group
The sole focus of
the Revzon Consulting Group is to assist financial service firms such
as banks, trust companies, law firms, and third party administrators
cope with the ever-changing world of services, regulations,
technology, and products.
We provide
solutions to help meet business goals. With a wide range of
management expertise, including retirement plan services, personal
trust, corporate trust, participant recordkeeping, trust operations,
and compliance, we are able to assist institutions and professionals
in all financial disciplines.
We have over 35
years of "hands-on" experience. That is why we don't deal
with theories -- just answers. Since our inception in 1997 we have
provided services to dozens of clients in the U.S. and Canada. We
have successfully completed well over 150 projects.
Find out why so
many Trust Departments put their Trust in us.
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What We Offer
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TPA
& Recordkeeping Services
> Overview
> 401(k), Profit
Sharing, & Other
Defined Contribution Plans
> Solo 401(k),
Keogh Plans
> Private
Label services
Project
Management Services
> Overview
> 2-Day Workflow Assessment
> Policies
& Procedures
> System Conversions
> Vendor Searches
> Merger/Reorganization
Assistance
> Establishing a
New Trust Department
or Company
Trust
Outsourced Services
> Administration
> Operations
> Compliance
> Customized
Other
Services
> Collective Funds
> Compliance
> Audit
> Merger due-diligence
> Personnel assessment
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