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
Starting a Roth IRA for a Teen
Want to give your child or grandchild a financial head start? A Roth IRA might be a choice to consider.
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.
Retiring Wild: The National Parks & You
For many, finding time to experience nature can be one of the greatest pleasures in retirement.
We can help your employees
retire better.
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