Collaborating with Trusted Advisors & Recordkeepers

Our deep industry expertise, unwavering commitment to accuracy, and transparent communication foster valuable, long-term partnerships.

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Our Commitment to You

A partnership of unparalleled service and transparency.

We are a client-focused, deeply experienced retirement consulting firm, proudly serving the small business community across the country from our headquarters in Virginia for almost 60 years. Our team of professionals, including seasoned Plan Compliance Analysts, has built our reputation on delivering unmatched service and deep expertise to our clients, including Sole Proprietors and Employers. We believe that our clients are best served when we partner with equally talented and dedicated advisors and recordkeepers. Together, we can secure our client’s financial futures and help make retirement work for everyone.


“RPA is my go-to TPA. Heather, Randy, Jennifer, and Mark are truly the A-team with decades of experience. When I have a question or need help opening and closing a case, I know I can always count on them to pull through for me. In fact, they’ve helped me win a few cases that I know I probably couldn’t have done all on my own. Their knowledge and expertise is invaluable!”

Jimmy Hicks, J.L. Hicks Financial Group 

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Your Trusted TPA Partner

Recordkeepers, Accountants, and Financial Advisors are our valued collaborators and teammates.

RPA is proud to have partnered with Recordkeepers, Accountants, Financial Advisors, CPAs, and attorneys for many decades. Our relationships with these trusted partners, like you, will always be highly valued by our team. Our reputation for responsive service, tech-enabled solutions, deep expertise, and accurate, customized plan administration has made us a trusted partner for retirement solutions in the Mid-Atlantic region and nationwide.

We don’t take that recognition lightly, which is why we are committed to providing the most personalized, high-touch collaboration and partnership.  

Our Certifications

Our team maintains industry credentials to stay on the cutting edge of this ever-changing industry on behalf of you and our clients.

15 Qualified 401(k) Administrators (QKA)


6 Qualified Pension Administrators (QPA)


1 Accredited Pension Administrator (APA)


1 Enrolled Retirement Plan Agent (ERPA)


2 Masters of Business Administration (MBA)

We’re Here to Help

Contact our team of experienced Plan Compliance Analysts today.