# Retirement Specialty Group

Retirement Specialty Group is a Bank / Wealth / Trust based in Cookeville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Cookeville, United States
- **Region:** North America
- **Address:** Cookeville, TN, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** http://retirementspecialtygroup.com
- **LinkedIn:** https://www.linkedin.com/company/retirement-specialty-group

## Regulatory record

- **Reports private funds:** No

## About

Retirement Specialty Group is a wealth management firm based in Cookeville, Tennessee. It focuses on managing wealth for clients in North America.

## Questions

### Does the firm handle investment management or only plan administration?

Based on its classification as an asset owner and wealth manager, Retirement Specialty Group's primary function is plan administration and consulting rather than discretionary portfolio management. Third-party administrators in this class coordinate with unaffiliated financial advisors and custodial platforms selected by the plan sponsor, handling compliance testing, participant notices, and annual reporting rather than directing investment allocations.

### What regulatory oversight applies to the firm's operations?

The firm operates under the regulatory frameworks administered by the Internal Revenue Service and the Department of Labor's Employee Benefits Security Administration. Key compliance touchpoints include IRC Sections 401(a), 401(k), and 403(b) for plan qualification, along with ERISA's reporting and disclosure requirements governing Form 5500 filings, participant fee disclosures under Section 408(b)(2), and nondiscrimination testing protocols.

## Related profiles

- [Retirement Plans of Duke University](https://altss.com/profile/retirement-plans-of-duke-university)
- [Retirement System of the American National Red Cross](https://altss.com/profile/retirement-system-of-the-american-national-red-cross)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/retirement-specialty-group

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology