How We Can Serve You
We’re here to build custom-built solutions that meet your retirement objectives and secure your future.
Your Local Experts
We specialize in building retirement plans that are tailored for you and your business and your specific goals.
From plan design and implementation, to compliance, administration, government reporting and filings, recordkeeping, and ongoing plan support and consulting, we’re your local experts in retirement services.
Learn more about our integrated Payroll solutions.
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Includes traditional, Roth, and Safe Harbor 401(k) plans, along with plan administration, compliance testing, and reporting.
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Employer-funded retirement plans where contributions are discretionary.
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Tax-advantaged retirement plans for government and certain non-profit employees.
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Pension-style retirement plans with guaranteed benefits. Cash Balance plans combine features of defined benefit and defined contribution plans.
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Tax-advantaged retirement savings plan for employees of public schools, nonprofits, and certain religious organizations.
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A qualified retirement plan that allows employees to gain ownership in the company by receiving shares of employer stock as a retirement benefit.
A Service-Driven Approach
How we serve you throughout the year:
Our team works with you throughout the year to ensure you minimize your tax liability, maximize your retirement savings, stay compliant, and effectively meet your goals. This timeline is a sample that represents deadlines related to calendar year 401(k) plans.
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![RPA focuses on annual plan administration from January to March, including ongoing retirement plan design review, annual notices, data request management, and data cleansing and validation.]()
January - March
With an ACP/ADP testing deadline of March 15th, our team is focused on census file collection, and data verification and cleansing. We complete robust testing protocols that ensure our clients are maximizing their retirement objects while maintaining a plan compliant with constantly changing regulations.
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![RPA focuses on milestones for Annual Plan Administration, Data Cleansing & Validation, and Annual Contributions from April to June.]()
April - June
In Q2, our team is focused on data accuracy and completeness as we begin the 5500 filing process. With ongoing support for plan participants and reconciliation procedures with record keepers underlying the data needed for 5500 production, we’re also leveraging insight to help you plan for future tax planning.
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![RPA focuses on tasks like annual contributions, asset reconciliation, annual testing, and annual reporting from July to September.]()
July - September
As we prepare for the October 15th 5500 filing deadline we’re prioritizing any corrections, testing concerns, or outstanding data requests needed to ensure a plans ongoing compliance. We also use this window to discuss future needs, as identified by our testing and report prep, as we plan for the coming fiscal year.
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![RPA focuses on Annual Plan Administration and Annual Reporting from October to December.]()
October - December
With all 5500’s filed, signed, and complete by October, 15th, we focus on reviewing testing procedures for the following year to adjust to any changes in regulatory guidance. We also use this time to meet with all customers to ensure their plan continues to meet their strategic objectives.
Questions to Ask
Is your plan working hard enough for you? Ask yourself:
No. 1: Is my plan helping my employees save for retirement?
No.2: Am I recruiting, retaining, and attracting top employee talent?
No. 3: Does my plan maximize employer contributions and reduce taxes?
If the answer to any of those questions is no, we’re here to help. Let’s Get Started
Specialized Plan Support
Regardless of the stage, RPA experts are here to guide you.
A well-designed retirement plan starts by assessing your specific goals. Your company is unique and your strategy for employee benefits should be too: there is no reason for you to settle for an off-the-shelf plan document and a one size fits all plan.
New Plans
At RPA, we design start-up plans every day. We believe that they deserve the same attention to detail that bigger plans get, and we enjoy partnering with you on your plan right from the first step, so we can grow with you.
Existing Plans
Moving a plan isn't fun, but many times it is necessary to get a better design, higher quality service, and ultimately, better results. At RPA, we will guide you every step of the way and make your plan conversion easy and painless.
Troubled Plans
When plan sponsors today find their plans out of compliance and in trouble, they know come to RPA. As plan recovery experts, we specialize in fixing broken plans and have built a reputation on being able to handle even the most complex or troubled cases. Our experts can get your plan back in compliance and operating efficiently.
What Sets Us Apart
We’re Proud to Offer:
1:1 Account Management
All Work Done In the USA
High Quality Service
Unparalleled Expertise & Tenure
Making Retirement Work for Everyone
Personal Design. Local Service. National Support.
At RPA, we combine deep local expertise with the national scale and resources of Strongpoint Partners, giving our clients the best of both worlds. From sole proprietors like dentists, attorneys, and physicians seeking solutions such as a 401(k) or Cash Balance Plan, to employers across the mid-Atlantic’s small business community, our team designs strategies tailored to your goals. The result? Minimized tax liability, maximized retirement savings, stronger employee attraction and retention, and reduced risk through creditor protection.
24
Plan Compliance Analysts
$2.75B+
Assets Under Management
7+
Avg. Years of Client Tenure
125
New Plan Designs / Year
20
Avg. Years of Design Specialist Tenure
1,300+
Total Plans Administered
Backed by Strongpoint’s national infrastructure and resources, so we can meet any challenge.
375+
Retirement
Analysts
$54B+
Assets Under
Management
~9.5
Avg. Years of Client
Tenure
32K+
Total Plans
Administered
~1,000
New Plan Designs
Per Year
35+
Avg. Years of Design
Specialist Tenure
Let’s Partner