Dear UFAA Member:
Thank you for your interest in the UFAA 401k Plan Member Benefit Program.
After an extensive due diligence process under the watchful eye of the UFAA Board of Directors, RPA was honored in being selected as the exclusive Third Party Administrator (TPA) for the UFAA 401k Plan Member Benefit Program.
THE UFAA 401K PLAN PROGRAM GOAL. The primary goal of this program is to provide UFAA Members with a comprehensive, feature rich, high tech/high touch, and cost efficient 401k Plan employee benefit offering that provides UFAA Members with a diversified portfolio of exceptional mutual fund investment elections.
YOUR THIRD PARTY ADMINISTRATOR:
THIS IS RPA. By way of brief introduction to our firm, RPA celebrated its 35th year in business on August 9th of this year. During these many years of experience, we have built a base of clients across America that have provided us with one of the highest levels of client loyalty and client retention in the entire industry.
Our business model focuses our attention on a standard of compliance administration and recordkeeping service that is second to none. Our reputation is that of providing the most reliable, timely and cost efficient support to retirement plans available to both very large and very small plans.
INFORMATION RESOURCES. To learn more about RPA please feel free to roam our website at your leisure. You may find visiting the following pages of our website of special interest (just click below).
Introduction to Retirement Planners & Administrators
RPA: Super TPA
Our Services
Plan Sponsor FAQs
The Plan Participant Center & Participant Log-In (*)
(*) If you would like to explore the restricted and secure Participant Account Log-In area and review a "sample" Participant online account representation, please e-mail me at clydef@retirementplanners.com or call me on my direct line at 703.433.2713 so that I can provide you with a temporary User ID Number and PIN number to access and visit this area.
YOUR INVESTMENT ADVISORS:
THIS IS AMSG. The investment advisory services under the UFAA 401k Plan program will be provided by our strategic business affiliate, Asset Management Services Group, Inc., one of the most accomplished independent investment advisory firms in the America.
Headquartered in Manasquan, New Jersey, under the management and direction of Mr. Thomas McNeill, Chairman & CEO and Mr. Paul Cupo, Vice President, AMSG has built a long standing reputation for providing reliable and noteworthy investment advice to retirement plans and investors across America, with special emphasis on risk aversion and protection of investment capital.
Click Here For: AMSG's Investment Philosophy In Detail
NO COST PLAN ANALYSIS. As part of our commitment to the UFAA 401k Plan Membership Benefit Program, at no cost to UFAA Members, we have agreed to provide a complete review and analysis of the administration, plan design, investment selections and strategy of your current retirement plan employee benefit plans and then make our recommendations as to how your plan might be improved under the UFAA program. Each review and recommendation proposal will be customized to meet the specific needs of each individual UFAA member.
For further information on how to arrange for this professional analysis and/or to request a proposal, please click on the appropriate link below and follow the easy directions on these pages. Please remember to tell us that you are a UFAA member in the comments section of your submission.
We currently have an existing retirement plan
and we would like to see if we can improve upon it.
We do not currently have a retirement plan,
but we would like to explore starting a new one.
If you are ready now to enroll your company in the UFAA 401k Program, click here: Sign Me Up!
Should you have any questions or if we can be of any service, please fee free to call me direct at 703.433.2713 or you can e-mail me at clydef@retirementplanners.com. We look forward to hearing from you.
CONTACT:
Clyde P. Fabretti
Director, Business Development
Retirement Planners & Administrators, Inc.
7639 Leesburg Pike - 2nd Floor
Falls Church, Virginia 22043
Direct Line: 703.433.2713
Phone: 703.893.7322 ext. 223
Toll Free: 888.689.5530 ext. 223
Fax: 703.637.0009
clydef@retirementplanners.com
IF YOU ARE CURRENTLY ENROLLED IN THE UFAA 401K PLAN AND NEED ANY OF THE FOLLOWING FORMS, JUST CLICK BELOW TO DOWNLOAD THE FORM THAT YOU NEED:
UFAA 401K Plan Forms:
PARTICIPANT ENROLLMENT FORM
PARTICIPANT CONTRIBUTION REMITTANCE FORM
PORTFOLIO PROFILE & INVESTMENT TOLERANCE QUESTIONNAIRE
|
