A GOAL WITHOUT A PLAN IS JUST A WISH 

DON'T LEAVE YOUR RETIREMENT TO CHANCE 

WHO WE ARE

We are much more than a typical Third Party Administrator...
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When you partner with RPA, you place your trust in a team that demands excellence. RPA employs some of the most experienced and talented pension professionals in the retirement plan industry. 
 
 

WHAT WE DO

 
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CUSTOM PLAN 
DESIGN
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PLAN COMPLIANCE
ADMINISTRATION
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PLAN CONSULTING
SERVICES 
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PAYROLL CONTRIBUTION 
SOLUTIONS
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DAILY VALUATION
RECORDKEEPING
 

WHAT’S YOUR PLAN?

We're experts on all plan types.

401(k) Plans

403(b) Plans

401(a) Plans

Profit Sharing Plans

457(b) Government Plans​

457(b) Non-Profit Plans

Defined Benefit Plans

Safe Harbor Plans

Cash Balance Plans​

SIMPLE 401(k) Plans

Money Purchase Plans

Cross-tested Plans

Prevailing Wage/SCA Plans

 

WHAT SETS US APART

It takes more than a traditional approach to inspire meaningful retirement outcomes. We’re willing and able to dedicate the time, energy, and resources needed to help your employees save for retirement and meet your company goals.

RELATIONSHIPS 

Matter

We place a high value on long-term relationships. When you work with RPA, you become family: your dedicated Certified Pension Administrator will know you by name, the intricate details of your plan, and your plan participants.

  • Single point of contact devoted

  • to your plan

  • Dedicated local teams

  • Strong strategic partnerships

  • Family-owned since 1969

QUALITY 

Matters

We provide exceptional service with unwavering support. We will never compromise quality of service to compete on price, and you’ll reap the dividends by avoiding steep penalties and fines that are risked when selecting lower quality providers.

  • Proven history of positive audit outcomes

  • Over 95% client retention rate

  • Multi-level quality assurance review

COMPETENCY

Matters

When you partner with RPA, you place your trust in a team that demands excellence. RPA employs some of the most experienced and talented pension professionals in the retirement plan industry. 

  • RPA hires only senior talent with long tenured careers

  • Continuing education is required

  • Focused on sharing knowledge and educating clients

  • All employees possess industry certifications

INTEGRITY

Matters

Honesty and transparency are at the heart of everything we do. For us, integrity means doing the right thing, consistently, for our clients.

  • We will always stand behind our work

  • Fee transparency

  • Our solid reputation in the industry is built on our proven integrity

SECURITY

Matters

The plan you provide to employees should be a benefit, not a source of stress. We work to protect the valuable assets and data within your plan and keep them out of hackers’ reach.

  • Secure data handling and storage

  • Advanced IT structure

  • Cybersecurity Insurance Policy

OUTCOMES

Matter

Our dedicated team understands the ins and outs of the IRS tax code and ERISA. We use that knowledge to custom tailor plans to maximize contributions, optimize tax strategies and focus on retirement outcomes.

  • Maximize saving opportunities

  • Enhanced tax strategies 

  • Retirement readiness for all employees

“The bitterness of poor quality remains long after the sweetness of low price is forgotten.”

Benjamin Franklin

WE'RE PROUD TO OFFER

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1 ON 1 ACCOUNT MANAGEMENT
ALL WORK DONE IN
THE USA
HIGH-QUALITY SERVICES (NO CUTTING CORNERS)
INDUSTRY EXPERTISE
AND TENURE

TRUSTED PARTNERS

 
 

WORK WITH US

When you begin work with RPA, you will work with a Senior Transition Specialist who handles all the details. Simultaneously your plan will be assigned to a dedicated Plan Administrator who will know you by name, your plan details, and your participants.

Getting started with RPA is easy

INITIATION
PLAN DESIGN
DATA CONVERSION & INVESTING
CONFIRMATION
PLAN IS LIVE
COMMUNICATE
& EDUCATE

PARTNERING TO REACH YOUR GOALS

We help you build a retirement plan that makes the most sense for you, your company and your employees; one that you can rest assured is compliant and meets your company objectives.

WHAT PEOPLE SAY

Terry Martin, Halifax Health

"RPA has been administering our retirement plans for many years.  We have several complicated plans for physicians and our executives. RPA has broad knowledge of retirement plans and has been a valuable asset to our company and for our employees. RPA has given us prompt and reliable advice on any issue associated with our retirement plans."

 

CONNECT

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Plan Sponsors and Advisors, connect with us: 

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PARTICIPANTS:
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