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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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Robb Smith is President of RS Fiduciary Solutions (RSFS), an independent ERISA consulting firm. Mr. Smith has over 30 years’ experience in the financial services and qualified retirement plan industries.
In 2021, RSFS created PEP-RFP.com to assist adopting employers and plan advisors in choosing the ‘best’ Pooled Employer Plan (PEP) option for their participants.
RSFS offers plan sponsors, RIA firms and plan advisors a variety of services including full and limited scope plan fiduciary audits, fiduciary training and certification classes and other industry related tools and resources, as well as fiduciary consulting services.
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