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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.
As an independent federally Registered Investment Adviser, we can and do stand with you as a plan fiduciary. Our services include:
RPA accepts full fiduciary liability for our investment recommendations.
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.
As a plan sponsor, you are responsible for the plan investment menu. Consider the following:
Retirement Plan Advisors’ 3(21) and 3(38) plan fiduciary services answer these questions for you. Learn More
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.