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.
Market Minute
Watch our Chief Executive Officer Josh Schwartz’s remarks on staying invested amid market turbulence.
1Q25 Commentary
Delivered by our Chief Investment Officer, T.J. Kistner, CFA, CAIA.
Latest Articles
Don’t Be Your Own Worst Enemy
We all have emotions and biases that affect our decision-making. The innate wiring built to survive pre-modern times can be counterproductive in our modern world, especially when it comes to investing.
College Savings
College is expensive. Fortunately, there are savings options which you might consider for higher education expenses—your own, or those of children and grandchildren.
Estate Management Checklist
A checklist for estate management, including wills, beneficiary forms, letters of instruction and other critical documents.
We can help your employees
retire better.
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