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.

News Articles

Why Medicare Should be Part of Your Retirement Strategy

Why Medicare Should be Part of Your Retirement Strategy

Consider the following as you speak with your trusted financial professional Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations. Certain features of Medicare can affect health care...

RPA Announces Key Leadership Updates

RPA Announces Key Leadership Updates

Josh Schwartz, Ken Mergen, and Brett Pendleton assume new titles and functions. To support the firm’s ongoing growth and future direction, Retirement Plan Advisors proudly announces key leadership updates. Click here to read the full press release.

Birthday Milestones Key to Your Retirement

Birthday Milestones Key to Your Retirement

Whether you’re preparing for retirement or already enjoying it, there are several key birthdays that can meaningfully impact your financial future. We invite you to spend a few minutes with RPA’s Birthday Milestones guide. No matter what age greets you this year, RPA...

We can help your employees
retire better.

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