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Education Services

RSG is strongly committed to educating both the employees/participants and the District. Helping employees reach their financial and retirement goals is paramount, and in doing so RSG establishes a variety of ways to communicate information to your employees, such as:

  • Printed brochures, posters and flyers
  • Online resources
  • Optional personal meetings with a RSG Financial Executive
  • Voluntary workshops with information about…
    • The 457(b) Plan
    • Strategies for retirement planning
    • STRS/PERS benefits and where they fit into the retirement income picture
    • Tools employees can use in the planning process
    • The effectiveness of starting early and staying the course

RSG's employee education program is designed and monitored to ensure that the District as Plan Sponsor complies at all times with the regulatory requirements of California Government Code sections 53216.5 and 53216.6 and related federal regulations.



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Securities and advisory services offered through RSG Securities, a division of Independent Financial Group LLC,
a registered broker-dealer and investment advisor. Member FINRA & SIPC
901 Calle Amanecer, Suite 200, San Clemente, CA 92673 Phone: 877-544-4380 Fax:949-366-0116

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