RCH Client Services

Dedicated, Expert Support For Plan Sponsors & Institutions


RCH provides each Plan Sponsor and Institutional client with a single relationship manager and a dedicated support team that coordinates and documents all communications and required reporting.


One time setup:

  • Utilizes existing recordkeeper file formats, exchanges data via secure file transfer protocol and automatically transforms all data (participants, plans, distributions)
  • Establishes, stores and maintains plan-specific parameters in the RCH system, enabling customization at the plan level
  • Utilizes electronic, pre-populated distribution forms


Ongoing Operations:

  • Accepts all automatic rollover balances, including accounts with less than $1,000
  • Provides online access to plan reports
  • Assigns dedicated relationship team


Contact RCH Client Services at (866) 592-8967.


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