Serving Employers
Securing the future of employers and their teams with customized, results-driven retirement services.
Our Commitment to You
Our clients and their goals are at the heart of our work.
That’s why we’re so committed to understanding your unique needs, supporting your team, and helping you maximize your retirement plan’s results. We laser-focus on delivering accuracy, thoughtful plan design, and solutions tailored to your goals, so your organization and employees can succeed in the long term. We know the details truly matter, you can rely on us to know them inside and out.
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ASPPA Credentialed
We proudly employ some of the leading Plan Compliance Analysts in the Mid-Atlantic region, and in collaboration with our partners at Strongpoint across the country, we are positioned to help you with any challenge. Learn More
Working with RPA
Our Process for Collaboration
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. Request a Proposal
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
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
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