How We Benefit Plan Sponsors

As a leading retirement plan administrator and record-keeper, our clients look to us to guide them through plan design, installation, education and enrollment, and the on-going tasks of professionally managing the plan. There are many retirement plan choices available today and it is anything but a one-size-fits-all world. We have the knowledge and tools to help you design a plan that aligns with your goals to maximize contributions, employee participation, and retirement savings.

With RPA, you can rely on an expert, hands-on partner that understands what it takes to continue to optimize the available choices and to assist plan fiduciaries in meeting their obligations. At RPA. we offer a full range of professional services that include plan consulting, plan design and review, compliance testing and reporting, daily and non-daily record-keeping, and electronic trading platform.

RPA provides expert set-up, administration and record-keeping on retirement plan alternatives such as:

• 401(k) and 403(b) Plans
• Profit Sharing and Money Purchase plans
• Employee Stock Ownership Plans
• Define Benefit Plans

Plan Design and Implementation

RPA can provide you with our pre-approved prototype or Volume Submitter plan documents for faster and more convenient implementation of your plan. Our consultants can personally work with you to assist in the plan design ensuring that the plan reflects your business specifications and objectives.

Plan Administration

RPA provides on-going administration offering monthly, quarterly and annual services, including mandatory testing to demonstrate compliance, participant statements, employer reports, and submission-ready 5500 series tax forms for the IRS.

General Consulting

Retirement laws are complex in nature and, as such, we believe it is necessary to have an open line of communication with you to provide understanding of the provisions and governing regulations concerning your plan. Our consultants are highly trained and invest considerable time familiarizing themselves with the requirements of the Internal Revenue Service, the Department of Labor, and the Pension Benefit Guaranty Corporation, the governing agencies that regulate all employee benefit plans.

Take-over of Existing Plan

RPA will review your plan documents, participant communication materials, and prior administration reports to interpret your plan provisions and ensure a smooth transition. This enables us to determine if any amendments are required for plan compliance and allows us to make recommendations regarding improvements to your plan design.

Service Levels

RPA is committed to providing our clients with timely, knowledgeable consulting advice and administration services designed to meet their specific needs.

Attention to Detail

Service, Satisfaction and Care. We know how important these are to you. By taking care of the details, we make it simple for businesses to offer a retirement plan. There is never a question about who your contact is at RPA We assign an experienced associate as your single-source point of contact for day-to-day operational needs. It is our goal to work together to understand and serve your business.