What We Do
Retirement plan design may vary dramatically based upon workforce demographics, tax objectives, owner’s retirement requirements, and desired flexibility. We recognize the importance of tailoring retirement plans to the specific goals of the people the plan is meant to serve. RPA has over 30 years of expertise in customizing retirement plans for our clients.
Retirement plans are complex and require experts to keep the plan operationally sound. We believe that we can help our clients manage the day to day functions of the retirement plan and keep the plan current with the IRS and DOL rules and regulations. RPA has the expertise to perform all the necessary administration and on-going consultation requirements that will keep your plan running smooth and safe.
We believe that our personal approach to Financial Advisors and clients builds a trusted relationship that benefits the clients and the plan participants. The RPA team will help you during the proposal and presentation process, we will meet and consult with you and the client to build a customized solution. Whether you need a best in class Third Party Administrator (TPA) or 3(16) Fiduciary Service, RPA will consult with you and the client to make sure all the plan design, administrative and fiduciary needs are met.