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.
The Importance of Plan Design
RPA Chief Communications Officer Caitlin Cunningham shares why plan design goes beyond investments and remains one of the most powerful tools for improving retirement outcomes.
2Q26 Market Commentary
RPA Chief Investment Officer T.J. Kistner, CFA, CAIA delivers our quarterly market insights and perspective on the challenges and opportunities shaping the investment landscape.
Latest Articles
What Can You Buy With 529 Distributions
A 529 plan can help cover more than just college tuition. This article outlines qualified education expenses and highlights ways to make the most of 529 plan distributions.
RPA’s 2Q26 Market Commentary is Available
Offering a clear view of the market landscape, RPA’s 2Q26 Market Commentary provides timely insights and relevant themes from the first half of 2026.
Emotional vs. Strategic Decisions
Investment decisions are often influenced by emotion. This article highlights key ways to stay focused on long-term goals and make more thoughtful financial decisions.
We can help your employees
retire better.
"*" indicates required fields