FAQs: Affiliate With RPA

Banks & Financial Institutions

Investment Advisors & Financial Planners

Securities Brokers & Broker Dealers

Insurance Brokers & Agents

CPAs

Third Party Administrators [TPAs]

For over thirty years, Retirement Planners & Administrators, Inc., has distinguished itself as a dedicated provider of unparalleled service to both employer plan sponsors and the financial service professionals who assist them in their plan design, development and implementation.

The responsibility to plan sponsors that is borne by America's consulting financial service professionals is great.

Plan sponsors have come to rely heavily on their advice, their direction and the depth of their wisdom to guide them through the complexities of establishing new retirement plan benefits for their employees or in the upgrade and improvement of existing plans that may have drifted dangerously away from their intended goals.

The most savvy and expert financial advice from a financial services professional, however, can be diminished or worse, if the ongoing compliance administration and recordkeeping that is so critical to a plan's success, is fraught with errors, untimely filings or employee participant frustration.

At RPA, we implement and then support the compliance administration and recordkeeping of a plan that the advice and wisdom provided by America's financial service professionals to their clients comes to successful fruition without administrative distraction.

RPA doesn't sell any securities.

RPA doesn't give any investment advice.

RPA never interferes with the financial guidance or the client relationships of the financial services firms with whom we work.

Instead, RPA, working in strategic partnership with financial service professionals, helps to insure that their clients reach and exceed their retirement plan expectations.

If you are interested in improving the level of service that your clients are presently experiencing from their plan administrator or recordkeeper, or if you would like to partner with an retirement plan administrator that will help you, not hinder you in your efforts to secure new clients for your financial service business, then you owe it to your self and your clients to investigate an affiliation with RPA.

We understand that there are many choices available to you before you make such a decision. And, we understand that this decision is often politically delicate in some corporate cultures.

We also appreciate that it is often very difficult to delineate between "those that do and those that don't" deliver on their promises in this area of retirement plan support. We have observed, as maybe you have, that all too often the "household names" in the industry don't always deliver the level of compliance administration and recordkeeping services that earned them their name recognition in their core business.

We want to answer your questions and earn your trust.

We know that different financial services professionals have different concerns and questions related to their specific business needs.

To simplify things, we have organized some FAQs for some of the industry segments with whom we work. If you don't see your question represented here, please e-mail it to us at info@retirementplanners.com and we'll get right back to you with an answer. If you would like to speak directly with us, give us a call at 1.888.689.5530. We'd like to hear from you.