Services|Financial Institution Relationships

RPG has relationships with most of the financial institutions that provide custody and investment services for Plan assets. The partial list includes:

 

American Funds
AXA
Charles Schwab
FOLIO
Hartford/MFS
ING
John Hancock
Matrix
Merrill Lynch

Mid-Atlantic Trust Company

Morgan Stanley Smith Barney
Nationwide

Prime Plan
Principal

Shareholders Service Group

TD Ameritrade/Fiserv
UBS Financial Services

Wells Fargo





 
5 Penn Plaza, 23rd Floor
New York, NY 10001
ph: 212.947.4800
fax: 212.947.4866
181 S. Franklin Ave., Suite 202
Valley Stream, NY 11581