Bank & Financial Institution Strategic Alliance

Offer your customers a full service retirement plan employee benefit

Interested in offering a full service retirement plan employee benefit to your customers, while reducing your internal expenses and improving your retirement plan support operation?

How is that possible you ask?

It's possible because by affiliating with RPA, we will provide your financial institution with all of the retirement plan "back office" compliance administration and daily valuation recordkeeping services, as you offer your customers a complete line of employee benefit plans of every size and description.

You can offer your clients every nature of retirement plans including: 401(k) plans, 403(b) plans, 457(b) plans, profit sharing plans, money purchase plans, deferred compensation plans , defined benefit plans, and so much more...

Customized & Comprehensive Services

Incorporate retirement plan inventiveness into your current business strategies. Improve the efficiencies in your retirement plan operations and have it all customized with your bank's logo and corporate "look and feel".

If you support your client's retirement plan as its investment manager, investment advisor, trustee, or custodian, we have a customized and comprehensive retirement plan support package that will fit your specific needs in the specific support of your customer's expectations. And, we will protect your fees while doing so.

Your Fees And Profits Are Always Protected

Through your RPA affiliation, you can offer your customers complete retirement plan design, compliance administration, daily valuation recordkeeping, and customized enrollment, education and communication support. You set the fees for your services and we protect them.

Impress your customers with the first class quality of the retirement plan services that you are able to deliver with RPA's support and assistance. Let us do the "heavy lifting" in your employee benefit retirement plan offering and watch your revenues and profits grow while your clients rave at the service they receive.

If you would like, we can also take take an active support role in your retirement plan sales and marketing efforts...Its simply up to you.

Smart Outsourcing Is Good Business

RPA will deliver your sales and distribution channels with the advantages and profits of a highly evolved, fully staffed retirement plan administrative support team, without any of the expenses and hassles of hiring a full in-house team of pension professionals.

We provide your bank or financial institution with the ability to outsource those needs to the very best provider anywhere, Retirement Planners & Administrators, Inc. "America's Premier Full Service Retirement Plan Provider Since 1969^sm ".

Let's explore the possibilities of working together today. Call our Business Development Department directly at 888.689.5530 ext. 223 or e-mail at info@retirementplanners.com.

If you need more information before you contact us, just click below.