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.

Participant Engagement

Our Vice President of Marketing & Communications Caitlin Cunningham shares why your best asset is an engaged participant. 

2Q25 Market Commentary

Our Chief Investment Officer, T.J. Kistner, CFA, CAIA delivers our quarterly market insights and an overview of the economic season ahead.

Latest Articles

Inventorying Your Possessions

Inventorying Your Possessions

It’s great to have insurance against damage and loss, but if you can’t show proof of your possessions, it may result in a protracted settlement process with your insurance company.

We can help your employees
retire better.

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