Retirement Plan Analytics Helps Advisors and Plan Sponsors Operate from a Position of Strength

The RPA Difference

Retirement Plan Analytics Helps Advisors and Plan Sponsors Operate from a Position of Strength

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 proprietary Process

Curate, Create, Compete, and Repeat

At Retirement Plan Analytics, we believe that the success of any retirement plan relies on an approach that seeks to produce both meaningful and repeatable results. With nearly three decades of experience helping plan sponsors develop a framework for retirement plan excellence, Retirement Plan Analytics helps retirement plan sponsors identify and implement strategies that seek to optimize plan success and drive desired participant outcomes.

Curate

We are dedicated to learning and sharing ideas that seek to improve outcomes for the companies and participants we serve.

Create

Our cultivation of ideas and best practices leads to the creation of solutions and processes to move people to action and help optimize outcomes.

Compete

We help our clients compete against the status quo, so that committees and plan participants can be in a great position to make progress toward their goals.

Repeat

We consistently focus on making things better. Our consulting process is not a "one and done" approach – we encourage clients for continued progress.

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

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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 investment advisory services offered through Global Retirement Partners, LLC dba through Retirement Plan Analytics, an SEC registered investment advisor.

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.