WHO WE ARE
We are much more than a typical Third Party Administrator...
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’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
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
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
Bill Ballard, Governmetrics
"RPA, and Jeanne specifically, provide considerate time and attention on our behalf. I'm pleased to say that she is at the top of the list for professional, dependable, courteous, patient and always answer our questions. Thank you."
