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
RPA’s 3Q24 Market Commentary is Available
The third quarter was an eventful one! We saw the Federal Reserve cut interest rates, the labor market weaken, and certain areas of the equity market enter “correction” territory.
2025 Retirement Plan Contribution Limits
Resolve to save more in 2025! Contact your RPA Financial Advisor to increase your retirement plan contributions.
The Impact of Concentration on U.S. Equity Investing
As a handful of tech stocks have come to dominate the S&P 500 and the Russell 1000 Growth Index, active U.S. growth equity managers operating under the Investment Company Act of 1940 are facing serious challenges.
We can help your employees
retire better.
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