Retirement Plan Advisors

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Size doesn’t matter

RPA delivers fiduciary and independent investment advisory services to plans of every size, large or small. We stand with you day after day, year after year, helping your employees retire.

RPA FIDUCIARY SERVICES

As an independent federally Registered Investment Adviser, we can and do stand with you as a plan fiduciary. Our services include:

  • Plan review and assessment
  • Plan pricing analysis
  • RFP/RFI services
  • Plan design and implementation
  • Investment Policy Statement (IPS)
  • Investment menu due diligence: 3(21) and 3(38) advisors
  • Participant enrollment, education and advisory services

RPA accepts full fiduciary liability for our investment recommendations.

  • Uniquely Qualified

    RPA’s principals bring more than a century of hands-on experience to your group retirement plan. Our team is fluent in public sector deferred compensation and defined contribution plans—designing, implementing, and managing day-to-day operations, while standing with you as a plan fiduciary.

    RPA goes beyond the traditional quantitative analysis of plan pricing and investment options. We provide a “real-world” perspective on how plan changes impact employee retirement readiness.

  • YOUR INVESTMENT MENU

    As a plan sponsor, you are responsible for the plan investment menu. Consider the following:

    • Do you have an Investment Policy Statement? Are you following it?
    • Which investments should you offer?
    • How well are they performing?
    • When should you change investments, and using what criteria?

    Retirement Plan Advisors’ 3(21) and 3(38) plan fiduciary services answer these questions for you. Learn More

  • PARTICIPANT ENROLLMENT, EDUCATION AND ADVICE

    In today’s volatile markets, participants are asking for help and RPA has answered the call. Our onsite employee enrollment and education services include retirement counseling and personalized investment advice. For those participants seeking professional money management, we offer PortfolioPlus, an optional account management service.

    Remember, the best investment menu in the world doesn’t help you if you’re not in the right funds.