Retirement Benefits Group Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Retirement Benefits Group (RBG) is an independent retirement plan consulting firm whose only objective is your plan’s success. We put your interests at the center of our decision-making process. We have no incentives to choose one provider over another. We work to create long-lasting relationships with you by serving your needs consistently and comprehensively, with unbiased integrity. This independence allows us to structure the most effective retirement benefits plan possible. A plan that is managed solely in the interest of participants and their beneficiaries. We help you provide an appropriate range of investment options, ongoing education for your employees, and full fee and cost transparency.

* Our senior consultants have more than 20 years of experience in the retirement plan business.

* We serve hundreds of companies with billions of dollars in assets and thousands of employees
.
 *Our goal, for each client, is to create a customized retirement plan that helps make retirement
a reality for your employees.

* We will align your company’s retirement benefit programs with your business goals, your corporate culture and your vision of success.

Securities offered through Triad Advisors, LLC (member FINRA/SIPC).  Investment advice offered through Resources Investment Advisors, LLC, an SEC-registered investment adviser.  Retirement Benefits Group and Resources Investment Advisors, LLC are separate entities from Triad Advisors, LLC.

Find Retirement Benefits Group employees' phone numbers or email addresses

Retirement Benefits Group Global Highlights

Location
Employees

North America
62

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  • United States Of America
    61
  • Canada
    1

Asia
1

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  • India
    1

Europe
1

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  • Croatia
    1

Oceania
1

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  • New Zealand
    1

Retirement Benefits Group's Leadership

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    F. A.
    Vice President - Wealth Manager
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    D. D.
    Owner
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  • Stylized image of a person
    P. F. A.
    Vice President
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    A. A.
    Managing Director
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    J. C.
    Relationship Director, Client
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    P. L.
    Managing Director
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    S. H.
    Managing Director/Retirement Consultant
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    R. G.
    Principal
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Retirement Benefits Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Accounting
  • Administrative
  • Other

Contact profiles from Retirement Benefits Group

Name
Title
Contact Info
Location
Last Update
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    S. P.
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    T. R.
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Retirement Benefits Group known for?

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Retirement Benefits Group was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 9276 Scranton Road Suite 550 San Diego, California 92121 United States; you can contact the main corporate office by phone at . Explore Retirement Benefits Group's company overview page for more information.

What is Retirement Benefits Group's most common email format?

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Retirement Benefits Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Retirement Benefits Group email formats with LeadIQ.

How many employees does Retirement Benefits Group have currently?

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Retirement Benefits Group has approximately 54 employees as of February 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are Retirement Benefits Group's key employees and leadership?

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As of February 2026, Retirement Benefits Group's key employees include:

  • Vice President - Wealth Manager: F. A.
  • Owner: D. D.
  • Vice President: P. F. A.
  • Managing Director: A. A.
  • Relationship Director, Client: J. C.

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