Who We Are.
Retirement planning and administration is more than just a business for RPA. We believe that we can help companies have the best possible retirement plan that will allow them and their employees have a meaningful retirement.
We use our considerable expertise to help our clients navigate the complex rules of retirement plans. Our clients trust that we will manage their plan as we would our own. Our commitment is to help you every step of the way in your retirement journey.
As an employer you have an important role in helping your employees save for a secure retirement. By offering a retirement program you are not only investing in their future, but are helping to build a stronger company.
Our goal is simple: Help you and your company have a retirement plan that will help your employees accumulate enough money for retirement so that they do not outlive it. Each day, we work to help our clients and their employees get closer to meaningful retirement.
A PERSONAL TOUCH
As an established and growing company, Retirement Plan Administrators values both continuity and creativity. Some of our clients have been with us for 30 years, others are new this year, but both are with us for one simple reason; we offer service that is truly personal.
We are prepared to earn your trust by tailoring plan designs that are elegant in their simplicity, but accomplish what standardized plans cannot—matching your goals and business objectives. We have over 20 employees who are experts in two primary areas; the design and installation of tax-qualified retirement plans and the annual administration of those plans.
Our employees have earned retirement industry professional designations, have many years of experience and are experts at what they do. Added together, credentials, experience and expertise equal reliability you can count on every day.
RPA was started over 30 years ago with the goal of helping employees and employers navigate the complexities of Retirement Plans. We have built our business and relationships on TRUST, providing a clear VISION to our clients all with A PERSONAL TOUCH for excellent service.
We are Committed to
- Your successful retirement plan is our most valuable asset
- We take the time to get to know your business
- Our service and support is personalized for your company
- We create a custom plan design to fit your company
- We help you to maximize savings with plan illustrations & modeling
- We implement innovative retirement plan solutions
- We will manage your conversion process
- We provide a dedicated installation manager for your plan
- Our experts will review all your plan documents
- We have extensive experience working with many providers
- A dedicated Plan Consultant will manage your plan
- We perform timely plan testing, IRS & DOL 5500 compliance reporting, eligibility determination, vesting calculations, audit support, plan financial reports, employee benefit statements, contribution calculations and benefit determinations.
- RPA will ease your workload by managing your day-to-day plan administrative tasks
- We take on the responsibility for most of your “Plan Administration” duties