Plan Sponsor Services
Who’s watching your
retirement plan?
Being a plan sponsor and fiduciary is a big responsibility, potentially with legal consequences. And you’re busy doing your day job, expected to balance a heavy workload with limited resources.
RPA can help.
We stand with you as a fiduciary on your group retirement plan. Our team of consultants offers in-depth experience and independent advice – limiting your liability, saving your valuable time, and protecting your people.
Who’s watching your retirement plan?
Being a plan sponsor and fiduciary is a big responsibility, potentially with legal consequences. And you’re busy doing your day job, expected to balance a heavy workload with limited resources.
RPA can help.
We stand with you as a fiduciary on your group retirement plan. Our team of consultants offers in-depth experience and independent advice – limiting your liability, saving your valuable time, and protecting your people.
We stand with you as a fiduciary.
As an independent registered investment adviser, we are not associated with any product provider or asset manager. We are free to help you evaluate and select from all recordkeepers, service providers, and investment options available, ensuring your plan’s competitiveness.
As a 3(21) or 3(38) fiduciary, our duty of loyalty is to act in the best interest of the plan and participants.
We accept full liability for all of our advisory services.
We customize retirement plans for you and your employees.
RPA brings a full-service, tailored approach to your retirement program. We partner with you to understand your plan history and future goals, then implement plan enhancements to improve employee retirement outcomes.
Your trusted RPA team:
- Provides fee benchmarking, fee negotiation, and turnkey RFP/Q/I services to ensure you’re receiving best-in-class recordkeeping services at a fair price.
- Coordinates all plan activities, including transitions and employee communications.
- Documents your plan’s goals, objectives, and investment guidelines in an Investment Policy Statement.
- Maintains your investment menu and keeps you fully informed via reporting and meetings.
- Keeps a strong pulse on your recordkeeper performance, employee education needs, and overall plan health.
- Hosts trustee fiduciary education and training sessions.
We do our job so you can focus on yours.
Together we improve your employees’ financial wellness.
Are you attracting and retaining talent with a competitive benefits package? Are your employees on track to replace their income in retirement?
RPA offers comprehensive onsite participant services.
- Proactive employee outreach
- Service visits covering all employee shifts and locations
- New enrollments
- Educational workshops covering key financial wellness topics
- One-on-one retirement counseling sessions, including personalized investment advice
Let's Talk.
When was the last time you evaluated your plan?
Are your plan fees reasonable?
Are your investment offerings competitive?
Will your employees be ready to retire?
Let's Talk.
you evaluated your plan?
Are your plan fees reasonable?
Are your investment offerings competitive?
Will your employees be ready to retire?