Retirement Fund Management

Retirement Fund Management

Retirement Fund Management (RFM) was established in Atlanta in 1995 and operates as a Registered Investment Advisor with the SEC. The firm was founded to provide retirement plan advisory services to organizations, serving both employers and their employees on a fee-only basis. It works with companies across a broad range of industries and sizes throughout the Southeast. The firm's strategy centers on retirement plan management rather than asset management. RFM's core services cover financial wellness education, retirement plan health analysis, investment selection, and fiduciary best practices. The plans it services include 401(k), Defined Benefit Pensions, 403(b), and both Qualified and Non-Qualified Retirement plans. The firm acts as a fiduciary, selecting and monitoring plan investments, and states a commitment to an objective, unbiased approach. RFM's footprint is concentrated in the Southeastern United States, with a physical presence in Atlanta. The firm uses a process that begins with understanding client goals and designing a retirement benefit plan. The website indicates the firm has served organizations for more than 22 years, though the precise number of professionals or total plan assets under advisement is not publicly disclosed. The founder and president is the named lead for new inquiries. The structural differentiator is the firm's posture as a pure retirement-plan fiduciary. It does not cross-sell insurance, investment products, or wealth management services, aiming to avoid conflicts of interest embedded in bundled provider models. This unbundled, fee-only architecture for retirement plans is its operating thesis.