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.
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.
10715 Sikes Place, Suite #100
Charlotte, NC 28277
980-999-2118
Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA / SIPC. Other advisory services offered through Retirement Plan Analytics, a separate entity.
Retirement Plan Analytics employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Retirement Plan Analytics; or (2) solely investment adviser representatives of Retirement Plan Analytics. Although all personnel operate their businesses under the name Retirement Plan Analytics, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
