Helping good stewards become great fiduciaries

Retirement Plan Analytics

Advanced Retirement Solutions for Plan Sponsors and Advisors

Retirement Plan Analytics (RPA) assists retirement plan sponsors and plan advisors in evaluating and managing competitive and comprehensive retirement plans.

We employ an innovative, end-to-end process that seeks to optimize plan goals and participant outcomes at every stage of the retirement plan process.

About Us

Welcome to Retirement Plan Analytics

Retirement Plan Analytics (RPA) is one of the retirement industry’s most experienced service providers assisting retirement plan sponsors and plan advisors in evaluating and managing competitive and comprehensive retirement plans.

Retirement Plan Analytics consults with and serves for-profit and not-for-profit companies of all sizes and across a broad range of plan types, including:

In addition, RPA provides comprehensive financial planning for individuals who have questions about their finances and need some guidance to understand the steps that are needed to meet their goals.

Difference

The RPA difference

How will you create a better, more responsive, retirement plan for participants? Understanding the urgent need to improve plan and participant outcomes is the easy part. Almost daily we’re inundated with new statistics pointing to how underprepared the majority of today’s workers are to face a period of 25 years or more in retirement. Yet, as dire as the statistics may appear, there are viable steps plan sponsors and their advisors can take to improve plan and participant outcomes.
Our Services

RPA Helps You Operate from a Position of Strength

Our proprietary Retirement Plan Analytics Diagnostics System™ is an end-to-end process, providing confidence and comfort that an employer’s plan is serving the needs of employees and the company.
Consulting
RPA puts the tools, processes, and organizational structures in place that lead to well-informed decisions that help drive desired results .
Investments
Obtain the fiduciary guidance you seek in establishing an investment strategy to address the unique needs of your organization
Communication
Customized education and communication strategies integrate behavioral science and industry best practices cultivated over nearly three decades
Discussing finances
Financial Wellness
At RPA we have seen firsthand the life change that can be achieved through a successful financial wellness program.
Financial Planning
Comprehensive financial planning is a service that we offer for individuals who have questions about their finances and need some guidance to understand the steps that are needed to meet their goals.