Retirement Plan Advisors

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RETIREMENT PLANS

Client focused, full-service, face-to-face: today and year after year.

RPA BY THE NUMBERS

111 YEARS

Our Leadership Team’s combined public sector experience.

15 YEARS

The average experience our financial advisors have helping clients plan for retirement.

600+

The number of public sector group retirement plans RPA serves.

50,000+

The number of public sector employees we currently serve.

$3.5+ BILLION

RPA participants’ retirement plan assets.

877.284.6837

The only phone number you need for your retirement plan.

Retirement Plan Advisors is committed to your employees’ retirement. Our comprehensive, full-service approach helps you meet your fiduciary obligations and provide exceptional Deferred Compensation and Defined Contribution retirement programs. We provide:

  • Fiduciary Services: 3(21), 3(38) and Managed Accounts
  • Plan Design and Implementation
  • Onsite Education and Enrollment
  • Retirement Counseling and Financial Planning
  • Independent Investment Advice

Questions about recent IRS rulings? Enrolling a new employee? RPA is always available to speak with you. Let’s talk. 877.284.6837

We deliver big support, regardless of size.

Plan assets of $1 million, $10 million, $100 million or more: We stand with you as a fiduciary, providing independent investment advice and unbiased solutions to you and your employees.

457(b) PLAN

457(b) deferred compensation plans are an important supplement to pension and Social Security benefits for public employees. Employees may voluntarily defer a portion of their current earnings on a pre-tax basis. Contributions are made through the ease of payroll deduction, earnings accumulate tax-deferred and withdrawals are taxed as ordinary income.

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403(b) PLAN

Voluntary 403(b) defined contribution plans are an important supplement to pension and Social Security benefits for non-profit and public education employees. As a voluntary plan, employees may contribute a portion of their current earnings on a pre-tax basis. Contributions are made through the ease of payroll deduction, earnings accumulate tax-deferred and withdrawals are taxed as ordinary income. 403(b) plans may include employer contributions.

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401(a) PLAN

401(a) retirement plans are used by public sector employers to augment or replace traditional defined benefit pension plans. 401(a) plans may include employer contributions, employer matching contributions and mandatory employee contributions. All contributions are pre-tax, earnings accumulate tax deferred and withdrawals are taxed as ordinary income.

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