Working with You

Our clients will tell you they continue to use our services because of our people. When you turn to us for help, you are turning to experts who have decades of experience charting the retirement industry’s progression. We not only understand the facts and figures of retirement plans, but also the one-on-one relationships that make them work best. You deserve the peace of mind that comes with knowing our consultants shine as individual specialists while they excel as team players.

Our expertise does not stop with the installation of your plan or when we take over services from another provider. We will be there to counsel you on industry trends and regulatory issues, and our experienced team members are never reluctant to go outside the box to customize our solutions for you. Whatever you need, just ask!

It’s all about YOU!

  • At RPAS, we do not try to sell our clients or financial advisors any particular product or service, which makes us unique when compared to other companies. This allows us to work with you, no matter what investment product or plan design you want to use.
  • Since RPAS is not associated with any particular company or product, we are free to work with any financial advisor.  We are not looking to take anyone’s clients away from them.  On the contrary, we help financial advisors keep their clients satisfied.
  • We have competitive depth of knowledge as we manage the entire process from plan design and administration to analyzing the best solutions for plan compliance and operation.
  • We can work with any type of qualified plan you want to implement or enhance for your client’s business. Some of the different plans and services we offer include:
    • Defined Contribution Plans
    • Defined Benefit Pension Plans
    • Cross-Tested Combination Plans
    • Document Design, Installation and Compliance
    • Special Project Work, such as Corrective Action Filings
    • Plan Testing to Achieve Optimum Results

Your best choice!

RPAS will provide you with a blend of technical expertise, innovative methods and practical judgment. We pride ourselves in being excellent communicators, especially when it comes to explaining complex technical issues to non-technical individuals. At RPAS, our retirement plan specialists care about your success as much as you do. Call us today to get started on your plan!

Client Center

Defined Contribution Plans

Defined Benefit Plans

Consulting and Design