VestGen Retirement Services

Elevating Retirement Plans for Employers and Their People

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About VestGen Retirement Services

Delivering a retirement plan today extends beyond compliance. It’s about creating a benefit that helps attract and retain top talent, reduces fiduciary risk, and gives your employees the confidence to retire on time and with dignity. VestGen Retirement Services partners with plan sponsors to design, implement, and manage retirement programs that are competitive, compliant, and deeply valued by participants. We combine fiduciary integrity, sponsor loyalty, and professional governance with innovation that keeps your plan ahead of the curve.

What We Offer

  • Plan Design & Benchmarking

    We help you build retirement plans that are tailored to your workforce demographics, benchmarked against peers, and structured for cost efficiency.

  • Fiduciary Support & Governance

    Our team provides ERISA 3(21) and 3(38) fiduciary services, offering objective oversight and reducing sponsor liability.

  • Investment Lineup & Monitoring

    We curate and monitor participant-friendly investment menus—ranging from target-date funds to custom portfolios—ensuring ongoing alignment with your plan’s goals.

  • Participant Education & Engagement

    We deliver enrollment support, retirement readiness tools, and ongoing education so employees understand their options and act with intention.

  • Administration & Recordkeeping Integration

    Streamlined systems, consolidated reporting, and transparent fee structures reduce complexity and enhance sponsor oversight.

  • Executive & Business Owner Solutions

    From nonqualified deferred compensation to carve-out strategies and succession-aligned planning, we create solutions that support retention and reward leadership.

Our Approach

5 Steps to a Stronger Plan

1
Define Goals

Clarify organizational objectives and workforce needs.
2
Align Time Horizon & Risk

Balance employee retirement readiness with sponsor resources.
3
Assess Fiduciary Risk

Identify exposures and implement governance protections.
4
Construct Solutions

Build a tailored investment lineup and benefit design.
5
Review & Adjust

Monitor performance, adapt to regulation, and help ensure long-term success.

Why It Matters

VestGen Retirement Services helps sponsors deliver retirement plans that are competitive, compliant, and deeply valued by participants. By integrating plan design, administration, investment oversight, and fiduciary support, we simplify complexity while working to strengthen outcomes. The result: a retirement program built to minimize risk, maximize engagement, and demonstrate your commitment to the financial well-being of your employees.

Learn More About Our Services
 

Why It Matters

VestGen Retirement Services helps sponsors deliver retirement plans that are competitive, compliant, and deeply valued by participants. By integrating plan design, administration, investment oversight, and fiduciary support, we simplify complexity while strengthening outcomes. The result: a retirement program built to minimize risk, maximize engagement, and demonstrate your commitment to the financial well-being of your employees.

Learn More About Our Services
 

Turn Retirement Benefits Into Competitive Advantage

A well-run retirement program is one of the most powerful benefits you can offer.

VestGen Retirement Services helps you:

  • Reduce fiduciary risk with objective oversight and compliance support.

  • Enhance employee outcomes through smarter plan design and education.

  • Deliver executive-level strategies that retain top talent and leadership.

  • Simplify your role as a sponsor while strengthening the value of your benefits program.

 

The VestGen Advantage

Fiduciary Integrity:
Every decision is made with sponsor and participant best interests in mind.

Built-In Collaboration:
Access a team of specialists plus our broader network of CPAs, attorneys, and ERISA experts.

Sponsor Loyalty:
Clear communication, ongoing support, and a partner who stands with you.

Innovation in Design:
Modern solutions that evolve as your organization and workforce change.

What is RPAG?

Learn about RPAG and what RPAG can do for you.

Download Our Deck

Why Plan Sponsors Prefer RPAG Members

Members of RPAG access a robust technology-driven platform of proprietary tools and services to support qualified and non-qualified plans.

Flagship solutions include its
proprietary ScorecardSMSystem for
fund ranking

B3 Provider AnalysisSM for unparalleled fee, service and investment benchmarking

Fiduciary BriefcaseTM for the sponsor’s 24/7 access virtual file storage.

Fiduciary Fitness ProgramTMfor ERISA plan compliance and ongoing training

e401k ProposalTM for RFP/Fee benchmarking

Meet the team

Build a retirement program that works as hard as your people do

Schedule a conversation with VestGen Retirement Services today and discover how we help sponsors deliver plans that minimize risk, maximize engagement, and create lasting value.

VestGen Retirement Services

800 Enterprise Drive, Suite 128
Oak Brook, IL 60523
Phone: (630) 684-8562
Fax: (630) 684-8582
Email: retirementservices@vestgen.com