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.

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.

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.

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.

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.

Why RPA?

You deserve the best. Experience the RPA standard of care.

Latest Articles

Getting a Head Start on College Savings

Getting a Head Start on College Savings

As a parent, you teach your child to dream big and believe in their ability to overcome any obstacle. By investing wisely, you can help tackle the financial obstacles of funding their higher education – and smooth the way for them to pursue their dreams.

We can help your employees
retire better.

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