Cognis Retirement Group (CRG) offers investment advice and management to retirement plan sponsors and participants, focusing on 403(b), 457, and 401(k) plans. CRG also provides retirement income advisory services and financial planning to individuals, including high-net-worth clients. CRG aims to build long-term relationships by prioritizing client interests and providing educational seminars to improve financial wellness.
Fee Structure
Cognis Retirement Group offers investment management services for retirement plans and participants.
For retirement plans, the annual fee is a percentage of the assets they manage. For participants, the annual fee is 0.35% of the assets they manage.
CRG also offers a Managed Account Program (MAP) through iJoin, and Retirement Income Managed Account (RIMA) services through IncomeLab, both charging 0.35% annually.