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What will RPA do specifically for our TPA firm and its retirement plan clients?
Full Service Daily Valuation Recordkeeping Retirement Plan Support -- If your TPA firm is presently providing only compliance administration support and specifically only Balance Forward quarterly recordkeeping; and if your TPA firm has considered the cost, time and effort to upgrade your systems to a daily valuation recordkeeping system, then we should talk.
RPA is prepared to provide your firm with the ability to offer your clients an enhanced, feature rich, full service daily recordkeeping support service.
If you choose, you can continue to provide compliance administration and partner with RPA to provide upgraded daily valuation recordkeeping, including website access and all related state of the art daily valuation support.
Lower Customer Hard Costs While Protecting Your Fees -- Our fees are structured very competitively.
By partnering with RPA, your clients will experience improved daily valuation support without you having to experience the high cost of conversion to daily valuation, which you then have to pass on to your clients.
We've already spent the money to get that job done, and through the economies of scale, we can provide those services to you and your clients for much less than you might think.
Plus, your fees will be protected and our collective fess to your clients will still be well below market.
Plan & Investment Diversity -- RPA's daily valuation record keeping includes services for 401(k), 403(b), 401(a), 457(b), 401(k) Safe Harbor, profit sharing, deferred compensation, money purchase and more... Our ability to provide sophisticated daily valuation recordkeeping for practically any mutual fund that has a CUSIP number offers you the ability to provide your customers complete investment diversity.
Private Label Product -- You have the option of choosing the "look & feel" of our support. If you wish, we can be completely invisible to your customers, under a full customization of this outsourced support so that our "back office" and administrative support team is completely invisible.
We can set up the relationship so that your firm's website links to our website, or to web pages that have been customized with your logo, image and body copy.
If you prefer RPA to be out front and fully visible, we would be happy to accommodate that method of getting the work done. This approach allows us to provide our specific services for your clients, taking full advantage of our great references and respected market presence.
It's simply your decision.
Review "RPA: Super TPA" by clicking here.
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Why do we need RPA?
Managing the daily valuation recordkeeping of today's retirement plans has become a very specialized, detail intensive and expensive endeavor in recent years.
Selecting the right strategic partner to provide your clients with the daily valuation recordkeeping services that they need, gives your business a competitive edge.
Affiliating with the wrong provider can increase the total recordkeeping costs of a client's plan. The wrong daily valuation recordkeeper might limit the level of service the client receives or prohibit diversity in the client's investment options.
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Will RPA protect our client relationships?
RPA understands that your clients are your most valued assets and as we work with you and your clients, our behavior is maintained accordingly. Your direct client relationships are always protected. Your clients remain your clients, we merely act as a fee for service daily valuation recordkeeper. You decide the level and nature of our involvement in our work with your firm and we will contract with you to meet all of those specific understandings.
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How will RPA assist us in generating new business for our firm?
RPA will support your efforts to solicit and retain retirement plan customers by providing technical support and detailed proposals for each specific type of plan all wrapped in a sophisticated daily valuation recordkeeping package.
We will provide you with retirement plan marketing consulting and support, including, when necessary, providing retirement plan marketing professionals to accompany your team on in-person presentations. Basically, as your strategic partner, RPA is poised, ready to help you develop strategies, and craft solutions that will enhance how your firm sells and services daily valuation retirement plan client opportunities. If you can think of a way for RPA to support your efforts to secure new daily valuation retirement plan business, RPA will be there to provide it.
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What will RPA's presentation materials look like?
RPA has spent considerable time effort and money developing first class, easily understood client specific retirement plan presentation materials. These collateral materials have been designed to carry either your firm's logo and your firm's "look and feel" or RPA's identifiers; whichever best suits your needs. These materials are provided to you and your clients as part of our overall relationship and can be further customized to meet your special or unique needs.
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We already have a relationship with a Daily Valuation Recordkeeper with whom we are satisfied. Why should we consider a change to RPA?
If your firm is happy with its current Daily Valuation Recordkeeper relationship, we're not asking you to consider investigating RPA just for the sake of change.
We only ask that you grant us the opportunity to show you how we can enhance the daily valuation recordkeeping services provided to your clients and compete for your business.
Competition is good business. It keeps incumbent vendors from becoming complacent and a challenging vendor like RPA sharp, both to your benefit.
After comparing RPA's level and depth of service, RPA's fees, RPA's technical expertise and our references and client loyalty and retention with those of your current provider, you'll have the facts that you will need to decide whether a change is worth considering.
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How complicated is it for our clients to make a change to RPA?
It's been our good fortune to be on the right side of many, many changes from a client's previous provider to RPA.
We understand the timing issues, the client explanation issues, the financial issues and the cultural and political issues of such a change and have the knowledge, the procedures and the materials to deal with each issue simply and efficiently for you.
RPA does all of the work with your assistance. We have learned how to make your change to RPA not only expeditious, but also seamless for both you and your clients. We have the experience and technical expertise to get the job done, with little or no hassles whatsoever.
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What about RPA's Fees?
Because RPA has focused only on its core business for over 30 years, never straying from our objective and core competency of providing only the finest quality, feature rich, retirement plan compliance administration and daily valuation recordkeeping available anywhere. We have streamlined our cost efficiencies, mastered our staff retention [the shortest tenure of any of our pension professionals is 6 years and kept our fees for the services that we provide tough to beat.
We feel confident that after including your fees with our fees, collectively we will still be able to provide your clients with a better retirement plan product, for an extremely competitive or below market price.
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Aren't we a competitor of RPA? How can we work together?
Unless your TPA firm currently provides a full service compliance administration AND a daily valuation recordkeeping service to your clients, we're not really competitors. Even in that case, there is a very strong possibility that a cooperative affiliation between our firms might prove productive in such a competitive national marketplace.
RPA is not your competitor; we want to be your strategic partner. Also, if you have considered selling your TPA business, we may be interested in purchasing your firm or taking an equity position.
To investigate further how your TPA firm might benefit from affiliating with RPA, call Clyde Fabretti our Director or Business Development directly at 888.689.5530 ext. 223 or e-mail at clydef@retirementplanners.com.
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