Employer-sponsored retirement plan specialists
With RPA, the future is better than you think.
We are an independent registered investment adviser dedicated to helping employers improve employee retirement outcomes. We stand with our clients as a fiduciary, providing high-touch personal service.
A Partner for Plan Sponsors
3(21) & 3(38) Fiduciary Services
Onsite Financial Planning for Individuals
You don’t need more work. You need RPA.
Plan Design & Implementation
We review your retirement program, discuss your objectives, and present what’s available in the marketplace. Ultimately we work closely with you to design and implement a best-practices plan that suits your organization and participant base.
Onsite Participant Services
We have been delivering participant enrollment, guidance, and advisory services in a fiduciary capacity since our inception. Our experience confirms that combining personalized investment advice and access to a trusted financial professional positively influences investor behavior.
Recordkeeper Search & Plan Oversight
We oversee your plan recordkeeper on an ongoing basis, monitoring your plan’s health, costs, and compliance. We offer fee benchmarking, comprehensive RFP/Q/I, and fee negotiation services.
Investment Solutions for Working Americans
Our personalized asset accumulation and income-generating investment solutions factor in a client’s unique circumstances and help them achieve their retirement goals.
Plan Design & Implementation
We review your retirement program, discuss your objectives, and present what’s available in the marketplace. Ultimately we work closely with you to design and implement a best-practices plan that suits your organization and participant base.
Onsite Participant Services
We have been delivering participant enrollment, guidance, and advisory services in a fiduciary capacity since our inception. Our experience confirms that combining personalized investment advice and access to a trusted financial professional positively influences investor behavior.
Recordkeeper Search & Plan Oversight
We oversee your plan recordkeeper on an ongoing basis, monitoring your plan’s health, costs, and compliance. We offer fee benchmarking, comprehensive RFP/Q/I, and fee negotiation services.
Investment Solutions for Working Americans
Our personalized asset accumulation and income-generating investment solutions factor in a client’s unique circumstances and help them achieve their retirement goals.
Market Minute
Watch our Chief Executive Officer Josh Schwartz’s remarks on staying invested amid market turbulence.
1Q25 Commentary
Delivered by our Chief Investment Officer, T.J. Kistner, CFA, CAIA.
Latest Articles
Estate Management Checklist
A checklist for estate management, including wills, beneficiary forms, letters of instruction and other critical documents.
RPA’s 1Q25 Market Commentary is Available
New tariffs have had markets reeling and are likely to continue to do so until global trade policy’s impact on economic data becomes clearer.
The Challenge of Managing Performance Persistence
Plan sponsors are faced with the ongoing challenge of deciding which active fund managers to replace and whom to choose as the replacement.
We can help your employees
retire better.
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