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RPSG Services for Employer Sponsored Retirement Plans

Our goal is simple.

We provide experienced professional, personal and comprehensive assistance to advisors and their clients regarding qualified and non-qualified retirement plans for executives and employees of the company’s they work at. We offer the necessary tools and products for advisors to provide their clients successful results.

We believe in using a hands-on approach for establishing and maintaining Qualified and Non-Qualified Retirement Plans.

We do this by offering a full-service approach to our clients. While many Retirement Plan Services Groups outsource their administrative and recordkeeping [TPA]services, RPSG offers TPA Services in-house if appropriate and desired. We can help you with all recordkeeping and administrative plans. We can be a one-stop shop to make our clients’ jobs easier.

What We Offer

We offer a full set of services that help guide you towards the best Retirement Plan and Strategy for your company.  From a needs analysis to creating an action plan, executing that plan and then monitoring the results our process beings with a comprehensive review, including technical, fiduciary and employees’ communication experience reviews. Each step of our process adds another level of expertise and protection for our clients and their employees.

Our services include:

  1. The Retirement Plan Review
  2. The Technical Analysis
  3. The Retirement Plan Analyzer
  4. The Fiduciary Fitness Test
  5. The Vendor Comparison
  6. The Investment Review
  7. The Communication Experience
  8. The Retirement Plan Monitor
  9. Third Party Administration and Recordkeeping Services (TPA)