Revzon Consulting Group, LLC Enhances EZ B Plan™ / EZ K Plan™ Programs

(Newswire.net — July 8, 2015) Marshfield, MA —Revzon Consulting Group, LLC, (RCG), of Marshfield, MA, a consulting firm that provides trust and retirement services to financial service firms nationwide, has recently enhanced their EZ K Plan™ and EZ B Plan™, one-stop micro plan packages, by offering Employee Retirement Income Security Act, (ERISA) 3(21) and 3(38) services. 

The EZ K Plan™ and EZ B Plan™ programs can now help financial advisors and plan sponsors mitigate fiduciary risk through Mesirow Financial, an independent third-party investment expert responsible for developing the plan investment option lineup. Mesirow Financial assumes full discretion for selecting, monitoring and replacing plan investment options as necessary under section 3(38) ERISA.

“Recent changes in the ERISA section 404(a)(1)(A) and (B) rules regarding fiduciary standards could potentially expose financial advisors and plan sponsors to previously unknown fiduciary risk,” explained Joseph Cantin, Senior Vice President of Qualified Plan Sales at RCG. “By partnering with Mesirow Financial, our EZ K Plan™ and EZ B Plan™ programs can allow Financial Advisors to expand their practices with the assurance that they and their clients are in compliance with the new fiduciary standards.”

 “As the leader in outsourced fiduciary services we are honored to be a part of RCG’s platform. By delivering flexible, advisor-friendly solutions, Mesirow Financial has become the leading outsourced fiduciary partnership service, allowing plan sponsors and advisors to focus on their core responsibilities,” said Mike DiCenso, Managing Director of Mesirow Financial Investment Strategies. “By selecting a full-service solution, organizations can focus on running their business, rather than administering their retirement plan.”

About Mesirow Financial Investment Strategies

Mesirow Financial Investment Strategies is an independent, third-party consultant that provides robust asset allocation strategies and manager selection to defined contribution providers, broker/dealers, registered investment advisors, insurance and mutual fund companies. The team is the leading provider of flexible fiduciary solutions to the defined contribution industry, including ERISA 3(21) and 3(38) services.

About Mesirow Financial

Mesirow Financial is a diversified financial services firm headquartered in Chicago. Founded in 1937, it is an independent, employee-owned firm with approximately 1,200 employees globally. With expertise in Investment Management, Global Markets, Insurance Services and Consulting, Mesirow Financial strives to meet the financial needs of institutions, public sector entities, corporations and individuals. Mesirow Financial Investment Management, Inc. (MFIM) provides co-fiduciary and investment monitoring services. Mesirow Financial is not affiliated with Revzon Consulting Group, LLC and its affiliates. For more information, visit, www.mesirowfinancial.com.

EZ K Plan™ and EZ B Plan™ are products developed and sponsored by Revzon Consulting Group, LLC, (RCG), 465 Furnace Street, Suite 6, Marshfield, MA 02050.  Aspire Financial Services, LLC provides the recordkeeping and related administration under contract with RCG. Matrix Clearing and Settlement Services along with MG Trust, both subsidiaries of Broadridge Financial Solutions, Inc. provide the execution and settlement of the plan level mutual fund trades and holding the mutual fund shares on behalf of the respective 401(k) plan trust. Financial advisors through their respective broker dealers provide the plan investment guidance and educational services to employees. Mesirow Financial Services is available to provide 3(21) or 3(38) services on an optional basis.